Qiu Guolu
Back to common sense: cheap matters, but buy good companies with pricing power in good industries. Prefers the countable few leaders, seeks to be unbeatable before seeking to win, and weighs valuation, quality and trend together.
Former head of research at China Southern Fund; founded the platform-style firm Gao Yi in 2013. Author of The Simplest Thing in Investing, he advocates common-sense value investing — buying good companies in good industries at fair prices, combining cheapness, business quality and marginal change.
Honestly: Qiu Guolu is mainly Gao Yi's chairman/strategist and a best-selling author. His personally-managed product, Gao Yi Guolu No.1 Chongyuan, is small, very low-turnover, and rarely shows more than a name or two — a thin signal. The only heavyweight it ever disclosed was Tiandi: ~16.77M shares in the FY2024 report (Dec 31, 2024), ranking in the top-10 holders — but it dropped out from Q1 2025, and a line-by-line check of the official Q3 2025 and FY2025 reports confirms it no longer appears. So there is no verifiable top-10 holding today — the line below is historical trajectory, not a current position.
Holdings & weights
No disclosed holding as of FY2025 (checked through Dec 31, 2025)Holdings from public disclosure filings (e.g. top-10 tradable holders, STOCK Act reports); portfolio weights aren't disclosed at this level. Eastmoney · Gao Yi Guolu No.1 holdings
His product Gao Yi Guolu No.1 held ~16.77M shares of Tiandi in the FY2024 report (Dec 31, 2024), ranking in the top-10 holders; it dropped out from Q1 2025, and a line-by-line check of the official Q3 2025 and FY2025 reports confirms it no longer appears. This was the only heavyweight he ever disclosed — there's no verifiable top-10 holding now. Dropping out of the top-10 isn't a confirmed full exit, only that the stake fell below the #10 threshold.
Analyze through a master's lensIn their own words
Cheap is the hard truth.
Count the moons, not the stars — own only the handful of leaders you can count.
Where to follow them
Primary sources. Read the original — don't settle for second-hand summaries.
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