吴伟志 / Wu Weizhi
吴伟志 is the 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. A 股四季框架 is used to decide broad exposure and sector temperature; 种树、种粮、种菜 separates growth, value, and more tactical company types; and 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, MAPER research, five research groups, and research indexes as ways to turn individual research into repeatable portfolio behavior.
Connections
- 中欧瑞博 - firm and process context.
- 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.