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企业简介

上海实力系列企业,由国内最早一批巴菲特思想研究和传播者之一的陈理先生创立。陈理先生具有21年丰富的投资经验,实力企业具有十三年持续稳定的发展历史。

一、陈理先生经历与实力企业历史

1990年四川大学经济系毕业;

1992年涉足证券投资;

1993年参与中国第一部证券投资专业辞典——《实用股票债券辞典》的编写出版工作;

1995年底开始研究和应用巴菲特思想;

1996年在《西部经济时报》开设个人专栏,传播理性投资;

1999年创立实力投资理论,把巴菲特思想、实力论和中国传统哲学相结合

2000年创立上海实力企业管理咨询有限公司;

2005创办巴菲特思想传播平台博客巴菲特”;

2006年在上海证券报设立“投资原典”专栏,传播巴菲特思想和价值投资;

2006年创立巴式投资者交流平台中道巴菲特俱乐部”;

2007年上海实力咨询更名为上海实力投资管理有限公司;

2010年上海实力投资携手中道巴菲特俱乐部同仁,成立上海实力资产管理中心(有限合伙)(以下简称实力资产)。

 

  二、实力资产的基本理念

以企业主的心态,精选少数具有持久竞争优势的杰出企业的股票,低价买入,集中投资,长期持有。通过“护城河+安全边际”的双重保护,实现资产的长期稳健增长。

在具体策略上,坚持中庸投资=长期收藏+滚动操作。对极少数“必然成功”的伟大企业要长期收藏,复利累进,坐享其成;对一些确定性较高的优质企业要在长期持有的基础上滚动操作。注意滚动操作不是波段操作,而是根据估值的情况低买高卖:在低估区域分批买进,在高估区域分批卖出。

 

 

  三、实力资产的独特商业模式

    有限合伙与人才吸引

实力资产脱胎于实力投资和中道巴菲特俱乐部,中道巴菲特俱乐部是一个开放的价值投资思想交流平台,对于俱乐部成员有着严格的筛选标准,吸引着源源不断的有理想和有投研能力的成熟价值投资者加入其中,而实力资产是一个有限合伙制的创业平台,为有创业梦想的俱乐部会员提供了一个施展才华的舞台。

公司调研与低成本运营

为了理想的聚合与为了利益的聚合有着本质的不同。

中道巴菲特俱乐部的会员遍布全国,形成了强大的调研网络,会员具有不同的行业背景,为实力资产的专业投研团队提供了不同角度的行业、企业的真实信息。同时,实力资产投研团队的合伙人体制实现了低管理费用支出,遍布全国的会员调研网络实现了低调研费用支出。

COMPANY’S PROFILE
Shanghai Strength Asset Management Center (Limited Partner) is founded by Mr. Charlie Chen (Mr. Li Chen), who is one of the earliest groups of investors on mainland China has been researching, practicing and disseminating Warren Buffett’s Investment Philosophy for 23 years in China.  
 
MISSION OF THE COMPANY
Wholeheartedly and Earnestly Building an Ultimate Compounding Machine.
 
VALUES
 
·       Integrity and Investors’ Orientation
·       DNA of Risks Management
·       Pursuit for Perfection
·       Trust and Right Authorization
·       Kingly Outside and Sage Inside as a Merciful Lion
·       Positive Attitude and Independent Thinking
·       Self-Reflection and Lifelong Learning
 
FUNDAMENTAL INVESTMENT STRATEGY
Our Investment Strategy is to identify those great companies featuring with compounding machine characteristics defined by our own, and we buy it at undervalued price with margin of safety, hold it in long term for compounded growth, which is deemed as the wise way of our investment.
 
Great Portfolio not only brings stable and outstanding returns, but also offers very sound psychological advantage for investors and money managers, which will assure the wise investment and long term collection of great firms.
In general, buying great enterprises and holding them, is a peaceful way to fortune.
 
MORE ABOUT OUR INVESTMENT STRATEGY
A.    For those great enterprises identified , we hold them for long-term and make flexible buy & sell based on:
1)     comparison between its market value and its estimated intrinsic value;
2)     comparative opportunity cost on the capital market;
B.    For a few great enterprises featuring with “inevitable success”, we compound our wealth through the long term holding as the way the owner of the enterprise does.
C.    For some high quality enterprises with reasonable certainty, we will buy it when the underlying intrinsic value is unappreciated and sell it when the stock is overvalued, so that we can allocate capital based on our own categorization for four different types of compounding machine stocks.
 
INVESTMENT TACTICIS:
 
·         Combination of Offensive & Defensive
·         Yin & Yang Balance
·         Combination of Conventional and Non-conventional Investment
a)     Conventional Investment is to own the great companies which is defined as compounding machine by us in the long run to enjoy its compounded growth or invest those high-quality fixed income.
b)     Non-Conventional Investment is to capture rare opportunities of investment, including but not limited to cheaply priced stocks, arbitrage, junk bonds, convertible bonds and other special situations which may yield excess return via our in-depth investigation and analysis.

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