NEWS/INSIGHTS

Fact and Data-Driven Thought Leadership

18.Vol 解析青年巴菲特 Part 2:对中国投资的启示 置身其中

本期为 2025 年 11 月 8 日,《圣狮应用价值投资》公开课实录的第二部分,我们与基金经理韩飞博士结合实战经验,深度拆解了青年巴菲特的经历对中国投资的启示。明确了高波动市场下,在中国坚守优质公司与安全边际的重要性,也点出核心困难 —— 低估值价值陷阱、部分企业股东回报薄弱、行业内卷加剧等问题。建议渴望精进的普通投资者从源自哥大的《圣狮应用价值投资课》起步,借助实战案例与全球嘉宾分享,快速搭建系统的投资体系。以价值投资为“基石”与“安全带”,结合多种”非传统价值投资“的多元方法,找到适合自己的投资流程。本期嘉宾: 郑永明 – 唐丰圣狮基金经理,曾于新加坡担任外资基金MUFG与NATIXIS大中华区基金经理 (MorningStar五星评级)、互联网企业战略 & 资本市场负责人。哥大MBA校友,15年投资及产业经验 韩飞 – 北京容光投资基金经理,纽约大学博士,曾任职于光大证券研究部,凯仁投资咨询,复兴恒利资管部(香港),具有多年A股港股行业和公司深度研究经验。完整视频录播也发布在了圣狮公众号及视频号,欢迎大家关注微信公众号:圣狮投研院。📚 第六期 《圣狮应用价值投资课》 将于 12 月7日在 北京、上海及线上同步开启,持续以实战案例与一线嘉宾分享带来价值投资实践学习的盛宴。第六期《圣狮应用价值投资课》即将开课 | 投资者最值得投入的7周📅 课程周期:2025年12月7日 – 2026年1月18日🕒 上课时间:北京时间每周日 · 上午3 小时深度讨论式课堂⏳ 报名截止:2025 年12月3日🌐 地点:北京 & 上海线下课堂 + 全球线上同步(腾讯会议)
  1. 18.Vol 解析青年巴菲特 Part 2:对中国投资的启示
  2. Vol.17 解析青年巴菲特 Part 1:蜕变历程与投资智慧
  3. Vol.16 圣狮人大讲座:价值投资范式的三重演进 & 在中国的“思”与“行”
  4. Vol.15 解析即时零售 – 从补贴大战到价值创造
  5. Vol.14 《圣狮应用价值投资》公开课:第五期介绍 & 答疑
  6. Vol.13 普通人如何做投资?
  7. Vol.12 我们为什么还去第60届伯克希尔股东大会?

NEWS

LIONS develops Advanced Value Investing Education Program in China

In early 2023, the LIONS team embarked on a mission to build a practitioner-focused value investing education program in China, modeled after the renowned program at our alma mater, Columbia Business School. On September 23, 2023, after half a year of incubation, LIONS Academy launched its inaugural “Applied Value Investing” (AVI) class in Beijing. The…

LIONS Summer Internship Program

Job Type: Equity Research Intern Location: Chaoyang Beijing, China Duration: 2 months (Summer) Job Description: We are seeking several talented and motivated Equity Research Interns to join our team in Beijing. The successful candidate will have the opportunity to work with experienced portfolio managers and entrepreneurs from Columbia Business School, gaining exposure to equity research…

LIONS raises first fund

LIONS ASSOCIATES successfully raised its first fund in 2022 and has generated respectable returns to date, capturing the bounce back in Chinese and China-related stocks in the past half a year.

INSIGHTS

Timeless Reflection from Seth Klarman Interview

This is a guest article for Capital Allocators’ China Chapter, written by LIONS ASSOCIATES Many well-known investors have been hailed as the “next Buffett,” and among them is a low-profile veteran who has achieved a 20% annualized return over a career spanning more than 40 years – Seth Klarman, the CEO and fund manager of…