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[재무관리] KB 재산 관리와 Warren Buffett \`의 투자원리의 전략과 퍼포먼스(영문)에 대한 자료입니다.
목차
KB NEWGWANGGAETO Fund
Investment Strategy, Investment Policy and Revenue structure
China-effect assets selection
Non-relevant assets selection
The Strategy and result from 2006 to 2009
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KB NEWGWANGGAETO Fund
Investment Objectives
1. Invest in domestic stocks benefited from emerging market such as China
2.Focus on emerging growth effectiveness in constructing a portfolio
So, it’s possible to make an excess returns compared with market.
China-effect assets selection
High level of profit contribution and great deal of sales percent in emerging countries especially China.
A feasible plan of expansion or intensive investment considering potential growth.
An enough pricing capability coping with changing market trends
☞ Key : Benefits from emerging growth
The Strategy and result from 2006 to 2009
In 2006, blue chip firms were its main target in the bear market.
In 2007, given the strong growth momentum of China, careful breakdown of targets was done in pursuit of the potential.
In 2008, it applied consevative valuations focusing on those with downward rigidity and Banking&Communication.
So far it has stuck to blue chip focused portfolio tied to index level. For the uncertainty&credit risk, financially strong & core-competitive stocks are valued first.