SinceSince the CSI 300 Index peaked in 2021, A-shares have continued to fall for three years。The CSI 300 Index, which represents the core assets of A-shares, ranked 52%, 2022**2163%, 2023**1138%, therefore, it is quite difficult to make money in these 3 years of A-share investment.
As an important institutional investor, private equity has relatively excellent investment and research capabilities, but what is the best investment performance in the past three years? According to the data of the private placement network, the author has counted the best strategic income of private placements in each year, and the data shows that in 2021, because the index is just in the peak differentiation stage, it still accounts for 7446% of private placements achieved positive returns, and 2022-2023 was the year when the major A-share indices were comprehensive**, with the worst performance in 2022, only 2204% of private placements achieved positive returns for the year.
Further combing found thatFrom 2021 to 2023, there are only 233 private placements that have made money for three consecutive years, accounting for less than 10% of the private placements with ** performance, only 936%
From the above data, it can be found thatIn the recent pastIn the context of the poor A-share environment in the past three years, it is extremely difficult to make money every year. Therefore, in recent years, private placements that can make money against the trend have attracted special attention from the market
In order to provide readers with a more valuable reference, the author sorted out the private placements that have achieved positive returns for three consecutive years from the private placements of "2 or more strategic products with performance" (more than 10 billion, 20-10 billion, 10-2 billion, 5-1 billion).
Tens of billions of private placements:Kuande, Wenbo, etc10 private placements are listed
According toPrivate placementdata,Tens of billions of private placements,From 2021 to 2023, there are only 10 private equity firms that have achieved positive returns on their investments for three consecutive years. Among them, 9 are quantitative private placements and 1 is subjective private placement. In terms of the distribution of office cities, 6 are from Shanghai and 2 are from Beijing.
They are:Beijing Huasoft New Power Private Equity, Kuande Private Equity, Jiaqi Investment, Xinhong TianheWenbo Investment, Siyi Investment, Jintai Private Equity, Ruitian Investment, Chengqi Assets, Ningbo High-Flyer Quantification.
Among them, Cundall Private PlacementIn the past three years, the performance has been relatively stable, and the cumulative income ranks the second highest. Cundall Private PlacementIn 2021, it was made nearIn 2022, the first income was exceededThe first income in 2023 has been achieved nearIn the past three years, the cumulative investment has been nearly possibleof earnings.
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. ]
Private placementAccording to the data, Cundall Private Equity was founded in Zhuhai in 2014 by Wall Street veterans. The company is an innovative private equity institution, starting with high-frequency trading, focusing on multi-variety, multi-strategy and large-volume quantitative investment such as ** and options.
In addition, Wenbo InvestmentAs a quantitative private equity with the largest management scale, its performance in the past three years has also been quite impressive. Wenbo has achieved more than *** income in 2021 and nearly *** income in 2023. In the past three years, the cumulative investment has been made nearranked 5th.
The data shows thatWenbo InvestmentFounded in 2014, the investment scope covers commodities**, stock index**, options and many other fields. The company has developed diversified investment methods such as high-frequency quantitative strategies, trend strategies, swing strategies, and arbitrage strategies, and is committed to being a craftsman in the quantitative investment industry!
20-10 billion scale: led by the former champion Ridou Investment
According toPrivate placementdata,Among the 20-10 billion private placements, there are only 21 private placements that have achieved positive returns on investment for three consecutive years from 2021 to 2023. Among them, 10 are quantitative private placements, 4 are subjective private placements, and 7 are "subjective + quantitative" private placements. In terms of the distribution of office cities, Shanghai accounts for 11, Beijing and Shenzhen each account for 3.
Among them,Quantitative investment, daily investment, Fox Investment, Shouning Investment, etc4 private placements, each of which has been made in each of the 2021-2023 ** investmentsabove the benefits
Ridou InvestmentIn the last three years, it has been made nearThe first income of the scale group2。Among them, 2023 has achieved:of earnings. It is worth mentioningIt's inAchieved in 2022The above benefits, yesIn 2022, the first income champion of the 20-5 billion scale group
The data shows thatRidou InvestmentFounded in March 2016, it is a subjective private equity with a management scale of 5 billion to 10 billion yuan. Mr. Zou Wen, its investment director, has more than 20 years of investment experience, and has worked as the general manager and head of the investment department of Hong Kong Bowen**, focusing on the research of Hong Kong stocks, B shares and Chinese concept stocks.
Fox Investments has achieved more than one in the past three yearsThe first income of the scale groupAccording to the data, Fox Investment was established in February 2014 and is a quantitative private placement with a management scale of 2 billion to 5 billion yuan. The company brings together different professional investment teams and is committed to strategic diversified asset allocation. Through the diversification of trading logic latitude, trading frequency, and risk exposure, we can better cross the bull and bear cycle and achieve steady growth of wealth.
Scale of 10-2 billion: 20 private placements have made money for 3 consecutive years
According toPrivate placementdata,Among the 10-2 billion scale private placements, there are only 20 private placements that have achieved positive returns on ** investment for three consecutive years from 2021 to 2023. Among them, 4 are quantitative private placements, 9 are subjective private placements, and 7 are "subjective + quantitative" private placements. In terms of the distribution of office cities, Shanghai accounts for 10, Beijing and Shenzhen each account for 4.
Among them,Heyi Yingtong, Jilu assets2 private placements, which have been made in each of the ** investments in 2021-2023above the benefits
Accumulated assetsIn the last three years, it has been made nearThe first income of the scale group4。Among them, 2022 and 2023 have been achievedAbout the ** income.
According to the data, Jilu Asset Management was established in 2015 and is a private equity company that adopts a "subjective + quantitative" investment model. In October 2014, the company established a domestic trading department, and introduced advanced trading technology, mature management experience and stable risk control model accumulated in the overseas trading market for many years.
5-1 billion scale: 35 private placements have made money for 3 consecutive years
According toPrivate placementdata,Among the private placements of 5-1 billion yuan, there are only 35 private placements that have achieved positive returns on investment for three consecutive years from 2021 to 2023. Among them, 16 are subjective private placements, 10 are quantitative private placements, and 9 are "subjective + quantitative" private placements. In terms of the distribution of office cities, Shanghai accounts for 10, Shenzhen accounts for 6, and Beijing accounts for 4.
Among them,Shanghai Liangyu Private Equity, Yuheng Capital, Shengshi Investment, Zeheng**, Beijing Fengquan Investment, etc5 private placements, each of which has been made in each of the ** investments from 2021 to 2023above the benefits
Yuheng Capital has made great achievements in the past three yearsThe first income of the scale groupAccording to the data, Yuheng Capital was established in June 2015 and is a subjective private placement. Through macroeconomics, industry analysis, company analysis, etc., the company selects varieties with real high-quality growth potential and stable cash flow in the foreseeable future stage to build a portfolio, and pursues compound interest returns under lower risk through a flexible and dynamic balance layout (Shanghai-Hong Kong Stock Connect, Shanghai and Shenzhen A-shares, bonds, derivatives markets, etc.).
Risk Disclosure:Investment is risky, the past performance of ** mentioned in this information is not indicative of its future performance, and the other ** performance managed by **Manager does not constitute a guarantee of **performance performance, and our company does not promise or ** future returns of the product 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.