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Best Value Funds/Managers in China?


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The very best investor is Duan Yongping. He had lunch Warren Buffett 10 years ago and he does not need money. :-) He can both manage company and invest. He owns BBG and OPPO smart phones.... http://www.amazon.com/s/ref=nb_sb_noss?url=search-alias%3Daps&field-keywords=OPPO.

His blog: http://nteswjq.blog.163.com/blog/#m=0

 

Then Dan Bin is pretty good. His blog: http://blog.sina.com.cn/danbin168 and his company: http://www.ebay-invest.com/

 

 

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  • 5 years later...

thoughts on Hillhouse and greenwoods? Obviously, himalaya is the best but we can't really tell what Chinese stocks Li Lu holds (except BYD, CRRC, Maotai, Shanghai Airport)

 

Hard to say how good Himalaya is. BYD was a huge position for Li Liu back during last financial crisis (like 70% iirc), and he made a killing. But the stock price hasn't moved beyond the high water mark set back in 2011.

 

 

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