Su Yue smiled and said, "Everyone's interests are consistent. Regarding fund performance, I will do my best without Director Li's urging."

"That's good!" Director Li nodded and responded.

Director He stared at Su Yue, hesitated for a moment, and asked, "Mr. Su, your relationship with Secretary Chen should be extraordinary, right?"

Seeing Director He's keen eyes, Su Yue knew what he was thinking, and pondered for a while, and said, "My relationship with Secretary Chen is only one time, and it's just like the two leaders."

The other party asked this question, most of the reason why he wanted to distribute part of the responsibility for this project to Chen Yunwen.

In order to find something happening at that time, someone will come to help take the blame.

Let’s not talk about Su Yue’s relationship with the Shen family. Even if he is close to the Shen family, he cannot answer honestly when the other party’s obvious questioning is so obvious.

Everyone here is a human spirit.

When Director Liang heard Director He’s words, he naturally understood his thoughts. He couldn’t help but look down and said, “Old He, Lao Shen, I promised to help me only after begging him. You should say less of some words!”

Director He laughed and covered up, "I just heard that Xiaoya is also a partner of Bentayga Capital, so I have this question. Lao Liang doesn't have to be too careful."

Director Liang did not comment, but did not speak again.

After discussing many matters about managing the state-owned assets fund on their behalf, Su Yue found that he could not talk to these people, so he quickly left after dinner.

In the afternoon, after returning to the company, Su Yue roughly told several company leaders about the negotiations at noon.

Then, the company's legal department was asked to formulate relevant agreements and contracts, waiting to continue to negotiate with Director Li, and sign an agreement contract. The division of interests of operating the state-owned assets fund was clearly discussed, but the management authority of the fund must continue to be discussed with Director Li.

Due to the large scale of the state-owned funds we took over, the company lacks manpower.

So, the recruitment of people fell on Yang Liguo again. At the same time, Su Yue was preparing to draw up several core traders trained in the "Bentayga No. 1 Fund" and "Bentayga No. 2" funds to build a new fund trading team.

While preparing in full swing, the company discussed with Director Li to sign the relevant commissioned trading contract. It took about ten days to complete the matter of managing the state-owned assets fund on its behalf.

After taking over the relevant fund accounts, it is time to build positions.

Su Yue personally took charge of this state-owned fund, and Yang Liguo assisted it from the side. Most of the traders in the team were elites drawn from the company's own funds. They attached great importance to it and gave their all.

"Xiao Su... should you refer to the other two funds for the investment target?" Yang Liguo asked.

Su Yue thought for a while and said, "Let's refer to it, there is only one thing that requires excluding investment targets with daily transaction amounts of less than 100 million to ensure sufficient liquidity."

Among the two funds operated by Bentayga Capital, there are about 20 comprehensive investment targets selected.

In addition, the three funds have different sizes, so the focus will naturally be obvious.

The size of the ‘Bentayga No. 1’ fund is small and the amount scattered on each stock is also small. Therefore, the liquidity requirements for individual stocks will not be large. The main focus of holding targets is on future performance explosion and speculation prospects, and individual stocks in large and small markets are suitable.

The Bentayga No. 2 fund has a scale of about 400 million, which is not large or small.

In addition to performance, we also have to pay relatively attention to liquidity. Therefore, we have to be careful when allocating small-cap stocks with trading volume of only 10 to 20 million.

As for the state-owned funds that have just taken over, the investment amount is close to 3 billion.

Even if the investment target is relatively scattered to 15 stocks, the capital for each stock will not be less than 100 million.

This completely excludes small-cap stocks and some mid-cap stocks. After all, a position of at least 100 million must be guaranteed that the invested stock has sufficient liquidity and can allow funds to enter and exit quickly. The circulation market is too small, and the in and out of funds will cause violent fluctuations. Not to mention the position building and exiting, it is very troublesome, and the most important thing is that it is easy to be sniped.

Yang Liguo nodded and asked again: "How to divide the investment ratio of individual stocks?"

"If the liquidity is good, the individual stock position can be more heavy. If the liquidity is poor, the individual stock position should be as light as possible." Su Yue said, then thought about it, and then said, "Let's choose the investment target first. You can take your position slowly. I feel that July and August will be a better time to build a position."

"How many investment targets are suitable?" Yang Liguo asked.

Su Yue sat in the office chair, holding the pen, holding the cheek and pondering for a while, and replied: "Ten strands are enough, we can't watch any more."

As he said that, he lowered his head and wrote down the investment target he thought was suitable for in the record book. Yang Liguo thought about it, found a signing pen and the record book, and also wrote down the investment target he chose. After a while, after the two of them finished writing, they compared each other and laughed.

"It seems... the heroes have similar views!" Su Yue laughed.

Except for the two selected by Yang Liguo, the other ten stocks are different from Su Yue, all of them are the same. These ten stocks are all from the other two self-operated fund stock pools of "Bentayo Capital".

The ten stocks selected by Su Yue are the two different ones, one is Huaxia Ship and the other is Suyun Electrical Appliances.

Looking at the two different stocks, Yang Liguo was slightly stunned and a little surprised: "Xiao Su, Huaxia Ship has risen a lot so far, and it was reorganized by Hudong Heavy Machinery. Its performance is not obvious at present, but it seems like concept hype, which is probably not suitable, right?"

"And Su Yun Electrical Appliances..."

"Although the home appliance chain has broad prospects, the domestic leader in operation is Gome. In 2004, the boss won the position of the richest man with a net worth of 10 billion yuan, and the market foundation is solid. It may not be that easy for Suyun Electric to catch up."

Hearing Yang Liguo's view, Su Yue smiled slightly and said, "After the reorganization of Hudong Heavy Machinery, Jiangnan Shipbuilding Group entered the market, which is not just a hype of the restructuring concept. Lao Yang... Recently, you can pay attention to the shipping data and related index trends, and I'm afraid there will be unexpected surprises."

"As for Suyun Electric..."

"The market of home appliance chain is in a period of rapid growth. Although 'Gome' is the leader in the market, it cannot occupy the entire market. Suyun Electric does not need to catch up with 'Gome', but just needs to develop step by step and maintain its market share, and then it will naturally usher in a period of revenue explosion."

Yang Liguo was silent, carefully measuring the investment value of these two stocks in his heart.

Then, he said lightly: "Xiao Su, I'll study these two stocks first. After I have thoroughly studied them, let's discuss them. At present, we will build positions first according to the eight stocks we have decided together. How about it?"

Su Yue smiled slightly and said, "Should this be the case!"

The investment decision of the fund is of great importance. When the two people have different opinions, they naturally cannot make a decision.

The other eight stocks are distributed among the five industries. Except for Chihong Zinc and Germanium, the liquidity is slightly poor, the other liquidity is very good, namely Huaxin Securities, Huatong Securities, Minshang Bank, Qianzhou Moutai, Luzhou Laojiao, Kewan Real Estate and Shenyuan Real Estate.

The two discussed the investment target of the State-owned Assets Fund and were about to return to the trading room to arrange the opening and opening positions.

At this time, the landline phone on Su Yue’s desk suddenly rang.

Su Yue glanced at the caller ID and saw that it was Lin Yi from the front desk. He couldn't help but pick up the microphone and asked, "Lin Yi, what's the matter?"

"Mr. Su, there are two people who come from Nanhua and say they are your acquaintances and want to meet you." Lin Yi paused for a moment and continued, "They said they wanted to discuss a business with Mr. Su."

"An acquaintance from Nanhua?"

Su Yue frowned slightly, wondered for a while, and asked, "What are their names?"

"A Mr. Zheng and a Mr. Mou." Lin Yi asked, "Mr. Su, do you want to meet? If you want to meet, I will let them wait in the reception room."

"Xiao Su, is it someone from Shunqi Optics?" Yang Liguo asked quickly, "We promised Boss Qi to invest in Shunqi Optics. Before we could sign it, did they come to the door on their own initiative?"

There are too many things happening in the company recently, and everyone is busy. The investment of "Shunqi Optics" has been tens of millions of dollars, so no one has paid attention to it, so it has just been delayed.

Yang Liguo is the head of primary market investment business.

After this matter has been delayed for so long, he still feels a little sad. He thought that he must go to Nanhua again to implement the matter.

"You let them wait first. I'll see them after I'm done with my work here."

After Su Yue finished speaking, he hung up the phone, looked up at Yang Liguo, and replied, "It's not the person from 'Shunqi Optical Science'. If the Qi brothers were anxious, they would come by themselves and would definitely not pretend to be others."

"Who is that?" Yang Liguo frowned.

Su Yue shook his head and chuckled, "I can't guess it for a while. My surname is Zheng He and Mou. It seems that we are in Nanhua and don't know people from these two surnames? No matter who they are, Lao Yang... Let's go and see what kind of business each other wants to discuss with us."

No matter what the other party wants to do, it will be clear after meeting.

Su Yue and Yang Liguo came to the reception room and saw two middle-aged men discussing the stock market with their heads and ears on each other, with excitement and excitement on their faces.

"You are..."

Su Yue looked at the familiar faces of the two of them, and thought for a long time, but he still couldn't remember who these two were.

The fat middle-aged man saw Su Yue coming to him, stood up quickly, and laughed: "Mr. Su is really forgot. Last year, we managed Shenyuan Real Estate together in Nanhua."

When Su Yue heard this, he stared at the two of them intently, took a closer look, and then recognized them in surprise.

It turned out that these two people were the two so-called first-class hot money bosses in South China when Su Yue first traded Shenyuan Real Estate.

"It turned out to be Mr. Zheng and Mr. Mou, it's really a long time ago."

Su Yue shook hands with the two of them gently, then sat down opposite Yang Liguo and asked, "I don't know what the wind is, but I blow the two of them to a small place in Changling?"

"Mr. Su, you should already know about the reboot of the iPo?"

Among the two, the slightly fat man said with a smile: "After more than a year, I will issue new stocks again. This is the most popular thing in the stock market at present. I wonder what Mr. Su has about this?"

Su Yue laughed and said, "I don't have any ideas. Our funds under Bentayga Capital mainly do medium- and long-term investments and do not participate in short-term speculation. The core of its investment is also based on the fundamentals of individual stocks and the expectations of performance explosion. Whether the IPo restarts has nothing to do with us."

"That's right, if it's a certain investment opportunity, does Mr. Su want to participate?"

The thinner man answered.

"A certain investment opportunity?" Yang Liguo smiled and asked, "I wonder what the certain investment opportunity Mr. Mou mentioned specifically refers to?"

"Mr. Yang can be considered a veteran of the financial trading market. Didn't he notice the investment opportunities contained in this reboot of the iPo?" Mr. Mou looked at Yang Liguo lightly and continued, "This reboot of the iPo and the issuance of new shares is very much attention. The first stock "Huagong International" is not only responsible for the task of opening up the situation, but also the significance of the change of the equity split into results. It is extraordinary."

"So Mr. Mou refers to Huagong International!"

Yang Liguo suddenly realized and laughed: "I heard from you two, I came to us 'Benyue Capital' because I want us to cooperate with you and participate in the speculation of this new stock?"

The two of them have similar opinions to what Su Yue said at the beginning.

However, after Yang Liguo dissuaded, Su Yue had given up the idea of ​​participating in the "Huagong International". At this moment, he heard that the two of them came here and wanted to jointly speculate on this stock with him. Su Yue was very surprised, and was silent for a while, and said, "Since you have seen the investment opportunities here, you should make a fortune secretly. Why do you have to run from Nanhua to pull us up?"

"Does Mr. Su know how much money is going to raise in China Engineering International this time?" Mr. Mou said in a deep voice.

Seeing that he asked some idiotic questions, Yang Liguo frowned and replied to Su Yue: "Aren't you already offering stocks? Raise 3 billion yuan and issue 400 million shares."

"This is why we look for Mr. Su."

Mr. Mou smiled and said, "'Huagong International' raised a lot of funds this time, and its circulation market is very large. In addition, the first day of listing, the trading investment must be active under the attention of everyone. With the funds in my hands and Lao Zheng, if I want to participate in the speculation of this stock, I am afraid I am powerless and cannot control the market at all."

"So you want to recruit people to form related seats, jointly control the market, and hype 'Huagong International'?"

Su Yue narrowed his eyes slightly and said in a deep voice.
Chapter completed!