The epidemic has changed people's daily lives and affected the global financial market. In 22, we witnessed history several times and met many black swans. Between the ups and downs, we were also happy and sad.
In 22, the A-share market was established. In this year, the capital market ushered in an unprecedented opportunity for development. If we use multiple keywords to summarize our experience in 22, there will be epidemic situation, the melting of US stocks, the soaring bitcoin, the American election, the belief in liquor, new energy vehicles, pro-cyclicality, registration system, explosive funds, default on credit bonds and so on.
Although the economy is still recovering after the severe epidemic in 22, the stock market is out of the "big year". In 22, the A-share market generally performed well, with the three major indexes all rising by more than 1% during the year, and the Growth Enterprise Market Index rose by 65%, hitting a new high in the past five years. Although the index has generally risen, there are obvious differences in performance between sectors and individual stocks, such as tax exemption, new energy, food and beverage industries, and real estate, communications and banks are at the bottom.
In 22, Linyuan also participated in the roadshow of private placement network for many times, which was not only full of popularity, but also full of golden sentences. Lin Yuan said that in the early stage of the bull market, we should be bold, medicine is the main line of future investment, and we are optimistic about the three major chronic diseases, namely hypertension, heart disease and diabetes. At the beginning of the bull market, Man Cang should be bold enough to hold it, and "fear of heights" means investing in bad karma people. The strategy of Linyuan in the early stage of bull market is very clear, that is, it firmly holds leading companies, and believes that the Shanghai Composite Index will only enter a real bull market if it exceeds 4,3 points. As the head of a rare private placement giant, Linyuan also achieved good returns in 22. According to the data of private placement network, as of December 31, the average return of Linyuan investment in 22 was * *%, ranking among the private placement institutions of the same size. (The specific income can go to Paipaiwang Guanwei)
The nine private equity firms that were shortlisted in the top ten of the annual hot search are all veritable head institutions in the market. And the stock bulls and quantitative private placements are equally divided. There are traditional stock bulls such as Gaoyi Assets and Oriental Harbor, as well as well-known quantitative giants such as Mingxun Investment and Ningbo Magic Square Quantization.
Ruiyuan Fund is the only public offering company among the top ten hot search institutions. Although the company has recently issued Ruiyuan Growth Value Mix and Ruiyuan Balanced Value Three-year Holding Mix, it is also very popular in the market. By the end of December, the annual income of Ruiyuan growth value mix and Ruiyuan equilibrium value three-year holding mix exceeded 7% and 6% respectively. (Ruiyuan growth value mix A is 71.%, Ruiyuan growth value mix C is 7.32%, Ruiyuan equilibrium value three-year holding mix A is 61.55%, and Ruiyuan equilibrium value three-year holding mix C is 61.14%).
Dan Bin gained high popularity, and liang hong was among the top 1 popular fund managers.
The concept of "buying a fund is choosing a fund manager" became more popular in 22. With the blessing of star fund managers, many head fund institutions launched several explosive funds last year, and public offerings emerged with tens of billions of "second kill funds".
According to the data of private placement network, the top 1 fund managers in 22 were Gao Yi Asset Feng Liu, Linyuan Investment Linyuan, Dongfang Harbor Danbin, Ruiyuan Fund Chen Guangming, Wanfang Asset Qian Wei, Qianjiao Ben Wang Yawei, Shiva Asset liang hong, Huili Investment Li Jie, Lingtong Shengtai Dong Baozhen and Guangfa Fund Liu Gelong.
Feng Liu of Gaoyi Assets ranks first among hot search fund managers. Feng Liu's investment style is good at long-term investment, value investment, reverse investment, decentralized participation, centralized investment and Takakura operation. After joining Gaoyi Assets, he won the Golden Bull Award in china securities journal for four times and the Best Private Investment Manager in the three-year Yinghua Award in China Fund twice. Judging from the list recently released by the private placement network, with its excellent Sharp ratio, Feng Liu is also on the top ten stable fund managers.
Dan Bin, the founder of Oriental Harbor, ranked first in search popularity in 22. But Bin revealed that in the past 28 years, he has invested in two types of companies, one is companies that have changed the world, such as smart cars. Oriental Harbor mainly invests in companies that have changed the world overseas. The other category is companies that the world can't change, mainly investing in enterprises like liquor.
liang hong, a Shiva asset, also ranks among the top ten popular fund managers. As a fund manager with no experience in financial institutions, the company started on the eve of the stock market crash in 215. After more than five years of development, liang hong not only led Shiva Assets into the head private placement camp, but also gathered a group of excellent fund managers in the industry. For freshmen's private placement, the basis for supporting the steady expansion of scale and performance is still solid investment and research. According to liang hong, in 22, the company has taken 5% of the shares as the investment and research incentive, and it is expected that 5-1% of the equity incentive will be given to the investment and research team in 221.
The popularity of doubling funds is high, and the head effect of private placement is obvious