In the field of investment, managers play a vital role, and every decision they make, every market judgment, is directly related to the safety and appreciation potential of investors' assets. As a result, managers who have performed well over the long term are often in the spotlight.
According to the statistics of the private placement network, as of the end of November 2023, there are 1,476 private equity managers with performance disclosure in the past five years, and the average income in the past five years is 8582%, with an average annualized return of 1108%；There are 102 private equity managers with performance disclosure in the past ten years, and the average return in the past ten years is 19409%, with an average annualized return of 10 in the past ten years15%。
So, which private equity managers are "long-distance runners"? In order to provide readers with a better reference, the private placement network has been screened out among the ** managers with a company scale of more than 500 millionIn the past five years, the annualized return has ranked in the top 20In the past ten years, the annualized return has ranked in the top 20andMore than 10 years of experience and proximal experienceThe 10-year annualized return is inThe above list of "Double Ten" ** managers
In accordance with compliance requirements, private placements** cannot publicly display performance, and the income data involved in the article is replaced by ***, and qualified investors can view the earnings data. ]
Five-year ** manager annualized list: 10 billion Liao Maolin and Lu Gaowen are on the list!
Among the top 20 managers with five-year annualized returns, the selected managers have more than *** in the past five years, among them, there are 15 managers with core strategies, the largest number.
From the point of view of the size of the company where the manager serves,Ten billionLevel ManagerOnlyYes2 bitsOn the list, they are:Liao Maolin of Zhengyuan InvestmentwithLu Gaowen of Yingshui Investment；There is one quasi-10 billion level, which is the land aviation of Fusheng Assets. In addition, there are 6 in the scale of 10-2 billion and 20-5 billion; There are 5 in the scale of 5-1 billion.
Zhang Liang of Martingale Assets and Huang Litu of Shenzhen Qiantu Private EquityLiao Maolin of Zhengyuan InvestmentWon the champion, runner-up and third place in the five-year ** manager annualized list, and the annualized income in the past five years was ***
Among them, Huang Litu graduated from the Department of Mathematics of Nanjing University, a double degree in international finance, and a master's degree in finance from Sun Yat-sen University, with more than 15 years of market research and investment experience, a relatively mature investment system, and continuous iterative upgrading, the core investment framework is "value, trend, game", in order to pursue compound interest thinking, balance returns and risks.
Liao Maolin holds a bachelor's degree in computer science and finance from Southwest University, and is currently the general manager and investment director of Zhengyuan Investment. He has more than 10 years of industry experience, thanks to a complete computer and financial dual-disciplinary knowledge system, he has formed a unique analytical framework for the TMT industry, insists on paying equal attention to value and growth, and has a keen insight into the financial data of listed companies.
Come onYao Yue ranked from Shanghai Cactus Private PlacementSixth, the annualized return in the past five years is。Yao Yue has more than 15 years of experience in the industry, working in the research department of China Universal ** Management Shares *** in 2008, and has served as the deputy director of research and investment director of Sunshine Private Equity since 2014"Pursue the essence and embrace greatness"investment philosophy and"Value is the body, growth is the sail"Investment style.
Yingshui InvestmentLou Gauvin also relied onBetter performance on the listLu Gaowen has a master's degree in economics from Fudan University and a bachelor's degree in economics from Nankai University. He is good at low-risk arbitrage trading and various trading innovations, and has rich trading experience in **, stock index**, margin trading, grading**, bond conversion, offline IPO, etc., and has been deeply involved in bond conversion investment since 2012.
In addition, Dahuaxin Anqi's Leanmin, Hua'an Hexin's Yuan Wei, Mingrui Capital's Gao Xianming, Nantu Asset's Liu Xiaohao, CICC Quantitative's Dai Shaoli and other private equity managers are also on the list!
Ten-year ** manager annualization list: Lin Yuan won the championship! Han Guangbin and Chen Yu are also on the list!
Among the top 20 managers in 10-year annualized returns, all the managers who stand out are those with the strategy as their core strategy. The ** managers on the list have exceeded *** in annualized income in the past ten years, and there are 5 more than ***.
From the point of view of the size of the company where the manager serves,Ten billionLevel ** manager has5 bitsOn the list, they are:Lin Yuan investedLin Yuan,Zhuang Tao of Panjing Investment, Jiang Tong of Jinglin Assets, Wu Weizhi of CEIBS Ruibo, Luo Xiaochun of Hanhe Capital; There are 2 quasi-10 billion on the list, namely Han Guangbin of Xinszhe Investment and Zhang Jun of Hongshang Assets. In addition, there are 8 and 5 in the scale of 20-5 billion and 10-2 billion respectively.
CapturedThe champion isLin Yuan invested in Lin Yuan, the annualized return in the past ten years isAs an investment veteran in the capital market, Lin Yuan is fond of "mouth" investment, and he uses a unified methodology and thinking model (investment"High moat"with"Addiction"Sex commodities, the direction of the industry as the first key factor of investment) invested for 30 years.
At the Southern Finance and Economics International Forum held in Guangzhou on December 6, Lin Yuan pointed out that now is a good time to increase the position of A-shares. At the same time, under the general trend of population aging, he recommends paying attention to investment opportunities related to hypertension, heart disease and diabetes, "In the next two or three decades, we will only look at this one track, which is a track with a compound annual growth rate of 30%, and the certainty is very high." Lin Yuan said.
Han Guangbin of Synspec Investment won the third place, with an annualized return of 10 yearsHan Guangbin is one of the founders of Synspec Investment, has been engaged in first-class investment since 1993, and is good at the valuation of listed companies, industry fundamental analysis and macro strategy application, focusing on macro and micro grasp, and flexible operation style.
Greenstone's remnants of the army have been around for nearly a decadeofAnnualized return rankingFourthYu Jun is Cheung Kong Graduate School of Business EMBA, Huazhong University of Science and Technology bachelor's degree, since 93 years into the market, has 30 years of investment experience, in 2003 inspired by Mr. Lin Yuan, established the "certainty of the future profitability of the enterprise" as the core of the long-term value investment ideas, and combined with their own years of business management experience, the judgment of the intrinsic value of the enterprise appears more rational and mature.
In addition,fromShennong investedGreatv”Private placement**Manager Chen Yu is also on the list, nearTen yearsThe annualized return is:。Chen Yu pioneered the investment concept of "best investment, following the heroes of the times", established an investment and research system centered on "science and technology, medicine, and consumption", with the mission of "investment to change China", the vision of "becoming a leading management company with long-term returns", and the values of "deep friendship with people and only doing good things".
39 "Double Ten"**Managers**! 11 from 10 billion private placements!
In addition to the annualized list, the private placement network also counts the "Double Ten" private equity managers, that is, managers who have been in the industry for more than ten years and have an annualized income of more than one in the last ten years.
According to the statistics of the private placement network, as of the end of November, there were 39 "double ten" private placement managers with a management scale of more than 500 million yuan, the best managers updated their performance in the month, and 2 or more products with performance display in the private placement network.
Among them, there are 11 "Double Ten" ** managers from tens of billions of private placements, they areLin Yuan investedLin Yuan,Zhuang Tao of Panjing Investment, Jiang Tong of Jinglin Assets, Wu Weizhi of CEIBS Ruibo, Luo Xiaochun of Hanhe Capital, Jiang Hui, Guo Xichun, Wang Sheng, Wan Kaihang, Fang Lei, Yu Zongliang of Xingshi Investment
Rule Description
Ranking data**] Private placement network.
*Manager Ranking Calculation Rules]: The arithmetic average of all monthly earnings under the name of **Manager is used as the monthly income. If the manager has a large number of new products recently, the performance ranking may be affected by this rule.
Data Phased Description] The data included in the private placement network are periodic, and do not represent the long-term guarantee of the research, investment, management and other capabilities of the manager, and are not used as a long-term ability comparison between private equity management institutions.
Ranking Description] The number of products managed by the :* manager must be more than 2 (including 2), and the net value of the product has been updated in the current month. The list of the current month will be announced in the following month, and the specific announcement date will be subject to the actual situation.
Risk Disclosure]: Investment is risky, the past performance of ** involved in this information does not indicate its future performance, and the performance of other ** managed by **Manager does not constitute a guarantee of **performance performance, and our company does not promise or ** product future returns in any way, expressly, implicitly or otherwise. Investors should pay careful attention to various risks, carefully read the sales documents such as the contract and the product key facts statement, fully understand the risk-return characteristics of the product, and make investment decisions according to their own circumstances, and be responsible for their own profits and losses in investment decisions.