吴伟志 / Wu Weizhi
吴伟志 is the [[ZhongouRuibo|中欧瑞博]] investor interviewed in A股的春夏秋冬：种树、种粮、种菜. The source presents him as an A-share practitioner whose framework starts from market cycles, company classification, and strategy fit rather than from a single slogan about value, growth, or trend.
His main contribution in the episode is to make investing language operational. [[AShareMarketSeasons|A 股四季框架]] is used to decide broad exposure and sector temperature; [[ASharePlantingCompanyTaxonomy|种树、种粮、种菜]] separates growth, value, and more tactical company types; and [[InvestmentStrategyFit|投资策略适配]] warns against entering a position for one reason and defending it with another.
The source also presents Wu as an organization builder. He describes 中欧瑞博’s investment committee, hedging capability, quant and AI use, [[MAPERInvestmentResearchFramework|MAPER]] research, five research groups, and [[ResearchIndexPortfolioConstruction|research indexes]] as ways to turn individual research into repeatable portfolio behavior.
Connections
- [[ZhongouRuibo|中欧瑞博]] - firm and process context.
- [[Mianji|面基]] - source show where he is interviewed.
- A-Share Market Seasons / A股四季框架, A-Share Planting Company Taxonomy / 种树种粮种菜, Investment Strategy Fit / 投资策略适配, Growth Investing / 成长投资, and MAPER Investment Research Framework - main frameworks he develops.
- Investment Risk Management, Position Sizing, Quantitative Investing, and AI Investment Research - implementation and tool-use themes attached to his practice.