“长青树”基金经理隐形重仓股曝光 医药股科技股居多

原标题:“长青树”基金经理隐形重仓股曝光 医药股科技股居多 来源:上海证券报

  随着上市公司半年报披露接近尾声,公募基金隐形重仓股也逐渐浮出水面,一些长期业绩优秀的“长青树”基金经理的重仓股尤为受到关注。如果以“任职超过10年、几何平均年化收益率逾20%”的标准来看,Wind数据显示,截至8月24日,这样的“长青树”基金经理只有4人,即朱少醒、曹名长、周蔚文、傅鹏博。据上海证券报统计,已有32家上市公司前十大流通股东名单中,出现了他们所管理基金的身影。部分公司甚至被其中多人共同看好。

  8月21日,杭氧股份披露半年报。报告显示,朱少醒管理的富国天惠精选成长混合、曹名长管理的中欧恒利三年定开混合均重仓持有该股。其中,前者自2019年三季度末就买入重仓,今年以来又连续加仓两个季度,现已位居第三大流通股股东;后者今年一季度末开始重仓该股,二季度末继续加仓。数据显示,该股二季度以来上涨趋势明显,累计涨幅超过80%。

  值得一提的是,8月21日、8月24日,杭氧股份拉出了两个涨停板。其中,8月24日龙虎榜信息显示,买入榜前五名中有两个机构专用席位,合计净买入额超过4400万元。业内人士认为,这一方面是受半年报业绩数据刺激所致;另一方面,我国2020年基建投资明确加码,推动了机械设备整体需求上升。

  无独有偶,万润股份也被多位“长青树”基金经理共同重仓。该公司定期报告显示,周蔚文管理的中欧新趋势混合基金2019年末重仓该股,今年一季度大幅加仓后,二季度小幅减仓套现。该股二季度来涨幅已超50%。与之呼应的是,傅鹏博管理的睿远成长价值混合基金也在今年二季度末新晋成为该公司第十大流通股股东,且社保基金、北向资金也有所加仓。

  值得注意的是,这几位基金经理之间有时也会出现“你方唱罢我登场”的情况。以重庆百货为例,朱少醒2019年二季度末通过富国天惠精选成长混合基金重仓该股,但今年一季度开始降低仓位,并在二季度末直接退出该股十大流通股股东之列。不过,中欧恒利三年定开混合基金经理曹名长却在去年末重仓该股后逐季加仓,现已成为其第六大流通股股东。

  总体来看,“长青树”基金经理的隐形重仓股涨幅不错。上述32家上市公司中,共有11股被上述4位基金经理新进买入。截至8月24日,这些标的二季度至今涨幅均为正,艾可蓝德赛西威等实现了股价翻倍,傅鹏博管理的睿远成长价值混合二季度末新进的高能环境也涨逾50%。从持仓行业来看,医药、科技类板块标的居多。

  业内人士表示,任职10年以上且能保持20%以上平均年化收益率的基金经理颇为难得,其操作思路受人关注无可厚非,其重仓股也常被投资者拿来品评、借鉴,上市公司半年报无疑提供了观察的机会。但投资者若要“抄作业”,也需要对公司基本面情况有一定了解和研究。此外,上市公司半年报披露的信息有一定的时滞,投资者也需把握好买卖时点。

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