Posted inHead To Head

HEAD-TO-HEAD: Bosera versus Huatai-Pinebridge

FSA compares the Bosera Yufu CSI 300 Index Fund and the Huatai-Pinebridge Quantitative Enhanced Index Fund.
by Francis Nikolai Acosta

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Manager review

The Bosera fund is managed by Gui Zhenghui, who has been managing the fund since 2015, according to Huang. Gui manages three other enhanced index funds as well.

Gui is supported by 18 investment professionals within the firm’s index and quantitative investment department, which is in charge of pure passive index, index enhancement and active quantitative strategies. Huang believes that the size of the investment team is above average in the industry.

Turning to the Huatai-Pinebridge fund, Huang said that the fund manager is Tian Hanqing, who is also the deputy general manager of the firm and a director of the quantitative investment department. She has been managing the fund since launch in 2013.

She is supported by a team of 10 people, which is an average team size in the industry, Huang said. He noted, however, that the team will likely expand due to plans to launch other strategies and further development of the multi-factor model.

Huang has no concerns with the fund managers and the team, adding that both are experienced and have ample supporting resources.

 

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