Venture capital, also known as venture capital, has the characteristics of "high risk and high return" After all, most ventures may fail, and there are very few successful cases that can pay for failed cases. Bian Xiao sorted out how to invest in funds under VC thinking here for your reference. I hope everyone will gain something in the reading process!
How to invest in funds under VC thinking
VC's investment thinking embodies the vision of value investment. Some listed companies in the secondary market, similar to venture capital companies, are also constantly emerging new businesses to carry out business innovation and technological innovation. The idea of investment analysis of such companies is often to look at the moat, the users and the stickiness. It is also necessary to find out in time before the company's business has a major turning point and judge whether the company has the potential for leap-forward development.
In addition, VC often pays more attention to the medium and long-term industry analysis thinking around 10, which is also based on the in-depth understanding, communication and cooperation of the company's internal management. Ordinary investors in the secondary market are often difficult to grasp, and the panic they often face is partly due to the lack of in-depth analysis and research on the company. For example, the share price of Amazon, the US stock market, once fell to 5.5 1 USD in 200 1 0/0, and the biggest correction since its listing actually reached 95%. The investment in the secondary market is hard to be unmoved, and the idealized value investment thinking often faces various tests and pressures.
Compared with Public Offering of Fund, VC has many differences, such as high leverage and backdoor listing, but investment needs "correct cognition+anti-humanity", regardless of venture capital or secondary market. Buffett, the "stock god", maintains a calm attitude towards the prosperity and adversity of the market, which is also because his funds mainly come from insurance floating deposits and can support long-term holding. For ordinary investors, once it is clear that funds do not need to be used in the short term, since they are used for a long time, patient thinking and VC thinking should be used in investment.
Never "fry" the new base into new shares.
I would like to remind you that when buying new shares, new shares may cash in future earnings in advance a few days before listing. Many investors have made new shares and held them for a period of time to sell arbitrage. But the new fund is different! The investment behind the new fund is assets such as stocks or bonds at that time, and it is aimed at long-term income, so it is unlikely to cash in the income in advance.
Moreover, the new fund has an opening period. During the period of opening a position, the position may not be full, and the market dividend may not be fully shared. The idea of "arbitrage" may not be worth the loss. Some friends even use the money they will use in the short term to buy new funds. This is absolutely impossible. Another article, partial stock fund, suggests that you read more and hold it for at least 1-3 years.
Today is a popular science post about the "opening period" in the operation of new funds, hoping to solve the misunderstanding of "opening period" among friends.
Since you have chosen a new fund, you must have a full understanding of the fund managers you manage and recognize the operation mode and investment direction of the new fund. Since we are here for fund managers, we also hope to give them more trust and more time to invest. As the old saying goes, "You will be safe when you come."
How do investors choose the best fund?
Then the question is, which fund is managed by the same fund manager?
1, choose the one that institutions buy more: Some fund managers manage products independently for a long time and are valued by institutions, so institutions account for a relatively high proportion. This can also be used as a reference for the layout of investors.
2. Choose separately managed funds: it is often seen that a fund is managed by multiple fund managers, assuming1+1> 2, but it may appear in the actual situation.
3. Choose a fund with a moderate scale: For the same type of fund with roughly the same investment direction, it is recommended to choose a fund with a moderate scale instead of a larger fund.
4. Choose the trump card/masterpiece of fund managers or fund companies: each fund company basically has its own trump card base, and star managers basically have their own masterpieces. This is their flagship product, but also a signboard, representing the image of the company or individual, which will generally be taken seriously. Especially for the old fund companies, they usually arrange a good fund manager for their trump card base, and even if they change the fund manager, they can maintain good performance. So buying ace bases and masterpieces, the probability is not bad. For example, the value and growth of rich countries' interests, the choice of China's big market and the mixture of interests of the Great Wall of Jing Shun are basically ten times that of the ten-year foundation.
How do you know if it's a masterpiece? Look at the year of establishment, past awards, historical achievements and so on. The longer it is established, the more fund awards will be, the more important it will be. Or the historical performance has reached ten times in ten years, which is definitely the company's trump card. The longest-serving fund manager is his masterpiece.
In addition, it should be noted that some active fund managers manage multiple funds at the same time, but the product styles are quite different, even spanning several different themes. Therefore, people should be more cautious when choosing such fund managers.
This is because different styles and types of funds generally need different investment ideas to treat, and each fund's position may be different, and the combination construction ideas are also different. To manage so many different funds, it is not easy for fund managers to strike a balance between them, and it is difficult to concentrate on one fund very much. As an investor, it is prudent to choose a fund manager with a unified investment style and dedication.
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