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source: jinshi zatan

this year everyone has been saying that lin yuan's performance is very poor. jinshi discovered that among the 10 billion private equity products counted by wind, lin yuan investment no. 104 had an annual return of up to 193%, blackwing asset also had products that doubled their returns, and at least 50 products under dan bin had a return of more than 50% this year.

on the contrary, some products of gaoyi asset management, which has always been said to have excellent performance, are at the bottom of the list. previously, jinshi zatan reported that deng xiaofeng is one of the few top private equity investors in the market with an annualized return of more than 20%. however, looking at the performance now, as of july 31, deng xiaofeng's annualized return is less than 20%, and the drawdown in the past three months is 3.58%.

previously, jinshi zatan also stated that deng xiaofeng's performance can be described as steady as an old dog. many of gaoyi xiaofeng series funds have increased by more than 20% this year. what's even more outrageous is that deng xiaofeng has achieved an annualized personal return of 20%.

however, in sharp contrast to deng xiaofeng's many products which have risen by more than 20% and achieved an annualized rate of return of 20%, the performance of gaoyi asset's qingrui series products is patchy. among the 10 private equity funds with the largest declines over 10 billion yuan this year, 8 are from the qingrui series.

simply listing some of the qingrui series products, the returns in the past three years have almost all been halved (according to wind statistics, nearly 100 of its products have all fallen by more than 40% in the past three years). jinshi zatan once reported that the manager of gaoyi qingrui ruiyuan series is sun qingrui, who is a partner of gaoyi asset and a senior fund manager. she has 24 years of experience in the industry and was once the equity investment director of bank of china fund, and has won various honors.

previously, jinshi zatan analyzed why sun qingrui suffered such a huge loss? perhaps we can get a glimpse of it from her outlook for 2023: looking ahead to 2023, against the backdrop of china's economic recovery and the relatively attractive valuation levels globally, she is optimistic about the performance of both a-shares and hong kong stocks.

from the perspective of internal circulation, internet companies with stronger actual profitability are more optimistic; from a global perspective, industries including the new energy vehicle industry chain, materials, and cxo are more optimistic.

looking back, it can be said that all her outlooks were ridiculously wrong. a-shares and hong kong stocks continued to fall, new energy and cxo plummeted, and their prices were cut in half. it is no wonder that her performance was a mess.