Zhang Kun returned to the "first Brother Public offering" to increase the allocation of industries such as consumption and reduce the allocation of financial and other industries.

[Zhang Kun returns to "Public offering Brother" to increase the allocation of consumption and reduce the allocation of financial and other industries. According to the latest fund quarterly report for 2023, Zhang Kun, the fund manager of Yi Fangda, has a management scale of 88.942 billion yuan, surpassing that of China Europe Fund Manager Glenn of 84.44 billion yuan, and has once again become the largest fund manager in the market to manage active equity funds. To regain the throne of "the first Brother of Public offering". The stock position of Yifangda Blue Chip Select managed by Zhang Kun was basically stable in the first quarter, but it adjusted the structure, increased the allocation of consumption and other industries, and reduced the allocation of financial and other industries. In terms of individual stocks, Zhang Kun said that he still holds high-quality companies with excellent business models, clear industry patterns and strong competitiveness. (China Securities News)