There are actually not many fund managers who specialize in chemical engineering, especially those whose names do not carry the chemical label, making them difficult to identify. But frankly speaking, some managers do have solid expertise in the chemical sector and also have some exposure to non-ferrous metals. It's just a bit unfortunate that their fixed income + products usually have a one-year holding period and are biased towards debt hybrid funds, which limits flexibility. To be honest, if a dedicated secondary bond fund focused on chemicals were to appear, institutional clients would probably rush in immediately. (For discussion and reference only, not investment advice)
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
15 Likes
Reward
15
5
Repost
Share
Comment
0/400
PaperHandSister
· 01-10 15:39
Hey, right here. No one is really managing the secondary chemical industry debt fund. The market gap is just sitting here.
View OriginalReply0
ZenMiner
· 01-10 10:48
Chemical fund managers are indeed scarce, but that one-year holding period setting is really brilliant, it’s literally ruining a good hand
View OriginalReply0
BloodInStreets
· 01-07 16:50
The chemical industry is really a trap. Managers without labels can't tell the difference at all. Missing out and bottom-fishing all rely on guesswork. These fixed income + one-year holding period designs are just traps, giving you chips but locking the escape door.
View OriginalReply0
SocialFiQueen
· 01-07 16:43
Chemical industry thematic fund managers are indeed scarce; finding someone truly knowledgeable is even harder than winning the lottery.
As for secondary bond funds, it feels like an overlooked blue ocean that institutions have long been coveting.
The compliance holding period really ties your hands, making it impossible to open up this pattern.
Managers with enough professionalism are too valuable; the list must be well protected and not casually shared.
If they can really develop a dedicated chemical industry bond fund, it would definitely stir up a splash in the pond.
There are actually not many fund managers who specialize in chemical engineering, especially those whose names do not carry the chemical label, making them difficult to identify. But frankly speaking, some managers do have solid expertise in the chemical sector and also have some exposure to non-ferrous metals. It's just a bit unfortunate that their fixed income + products usually have a one-year holding period and are biased towards debt hybrid funds, which limits flexibility. To be honest, if a dedicated secondary bond fund focused on chemicals were to appear, institutional clients would probably rush in immediately. (For discussion and reference only, not investment advice)