Per reporter: Yang Jian Per editor: Wu Yongyong
A shares have never lacked the story of investment heroes, and Super Bull Scatter has obtained excess returns with a keen sense of market smell and precision, and is a well-deserved grassroots Internet celebrity. Private equity funds have become a direction for the late transformation of super bull scatter, some more and more famous super bull scatter gradually set up their own private equity funds, if the famous super bull scatter transformed into a private fund manager, it will attract more investment funds.
In recent years, private fund managers have emerged, but the most successful transformation of private fund managers from private schools is Feng Liu of Gao Yi Assets. Overall, this year's private equity performance is good, the data shows that since the beginning of this year, there are 36 private private placements with performance display with performance performance of more than 20%, 3 private placement performance returns of more than 100%, the highest return of 251%.
<h2>Bet on the reorganization of the cattle scattered transformation technology, stock selection unique to kill the blockbuster theme</h2>
Most of the traditional cattle scatter once liked Bo restructuring, but in the context of the market style conversion, many cattle scatter also began to transform, and Zou Hanshu, who was once known for betting on the restructuring of stocks, was firmly optimistic about technology stocks this year. In the first quarter of 2020, Zou Hanshu entered Zhenxin Technology and became the sixth largest shareholder of the company in one fell swoop, and then after continuous positioning, as of the end of the second quarter of this year, Zou Hanshu held 5.4059 million shares of Zhenxin Technology, ranking fourth largest shareholder. Zhenxin Technology is known as the "hidden champion of digital-analog integrated circuits" by the industry. Since the beginning of this year, the stock price of Zhenxin Technology has skyrocketed, with the highest increase of more than 100%.
Compared with the traditional cattle scatter focusing on low-cost restructuring themes, the new faces of super cow scatter that have emerged in the market are more keen to dig for gold from the "explosive" theme. For example, the lithium battery track successfully attracted the attention of many cattle scattered. Among them, Niu San Wang Xin "bet" lithium battery bull stock Jiangte Motor, in 2017 when the stock price of Jiangte Motor was at the bottom, Wang Xin sneaked in and continued to increase positions. According to the 2021 semi-annual report of Jiangte Motor, Wang Xin held a total of 44.0998 million shares in the company, and the reference market value at the end of the period was as high as 339 million yuan. Since the beginning of this year, with the recovery of the prosperity of the lithium battery sector, Jiangte Motor has successfully removed the cap, and the stock price is even more eye-catching, starting from the beginning of November 2020, and the stock price has soared since then. Jiangte Motor's cumulative range increase is still more than 10 times, becoming one of the absolute bull stocks of lithium batteries.
Also won the lithium battery concept of the bull rookie fu Linping, benefiting from the high prosperity of the lithium battery sector, since the second quarter of this year, the main lithium hexafluorophosphate Yongtai Technology stock price from February 8 this year began to start from 7.86 yuan on February 8 this year, to September 9 this year The highest price of 58.78 yuan, the period of amazing increase. According to the company's semi-annual report, at the end of the second quarter of this year, Fu Linping held 6.8292 million shares of Yongtai Technology, and if its shareholding has not changed since July, its market value is 400 million yuan based on the closing price of 58.78 yuan on September 9.
In addition, in the list of shareholders of Chuaneng Power, there is a niu scattered Yu Huijun, who bought 23.65 million shares at a price of about 5 yuan in the third quarter of last year, and the stock price rose all the way in a month after he bought, and when it rose to 17 yuan, the stock price rebounded sharply, and after experiencing a large wave of corrections, the stock price rose again. Unfortunately, the bulls bought at the bottom have been sold out after two washes, and they have disappeared in the interim data disclosed by the company. The recent high point of Chuaneng Power's stock price is 36.48 yuan, which is about 6 times higher than the price at the beginning of the purchase.
<h2>The transformation of private equity has taken off, and the income of the three private private placements has doubled this year</h2>
A shares have no shortage of legendary stories of various heroes, and Super Bull Scatter is one of the important groups, in the A-share market, Super Bull Scatter is accurately lurking with a keen sense of market smell, compared with institutional investors, they are well-deserved grassroots Internet celebrities. Super Bull Scatter has always been a legendary figure, some private equity managers were originally retail investors, and then the reputation became more and more popular and gradually set up a private fund, if a very famous Bull Scatter transformed into a private fund manager, it will naturally attract more investment funds. After the development of Super Bull Scatter reaches a certain level, there are two development paths, the first is to go to the development path of private equity funds, and the second is to continue to snowball with its own funds to become bigger and stronger.
In recent years, private fund managers have emerged, but the most successful transformation of private fund managers from the private school is Still Gao Yi Asset's Feng Liu, Feng Liu worked in wahaha group in his early years to engage in FMCG sales, and did not have the experience of public offering of large securities companies. According to the data of the private placement network, from the perspective of management scale, private private placements are some small and medium-sized private equity institutions. From the performance point of view, this year's private private placement performance is not bad, the data show that since the beginning of this year, there are a total of 182 private private placements with performance display, with an average return of 8.67%, of which 36 private private placements have a performance of more than 20%, 20 private placements have a performance of more than 30%, and 3 private placements have a performance return of more than 100%, including Ding Zhendong of Xinshun and Kang Investment, and the range return since this year has exceeded 251%. In second place is Yang Zhenbang of Zelong Investment, whose range return this year is 223%. The third place is Chen Li of strength assets, and the range return this year is 178%.
It is worth noting that among the private private placements, there are also a number of well-known private placements, such as Hou Yanjun of Houshi Tiancheng Investment, which adopts a compound strategy and has obtained an average of 51% of the returns of its products this year. Hou Yanjun, as the founder and investment director of Houshi Tiancheng Investment, is a legend in the private equity industry, a quantitative trading fund manager with more than 20 years of experience in stock and futures investment. Before starting a business, Hou Yanjun worked in Harbin TELEVISION Station, after resigning, he loved trading and began to do stocks and futures, from scratch to the present, the management scale of its private equity companies exceeded 1 billion, witnessing the hardships of private equity funds.
In addition, Chen Hongchao in the elite era has reached an average return of 46.7% of its private equity products this year. As the chairman of the elite era and the chairman of the investment committee, Chen Hongchao has more than 20 years of experience in the securities industry. Previously, he was an adjunct professor and researcher at many key universities in China. In the field of securities investment, it has formed an investment philosophy and investment style with "value growth" as the core value. Investment monographs include "Enjoy Growth - The Biggest Investment Opportunity in the Next 15 Years" and "Journey of the Bull".
In this regard, Liu Youhua, head of private equity network research, told reporters, "Super Bull Scatter transformation as a fund manager, the main will face two aspects of the challenge, on the one hand is the test of investment mentality, management of funds and individual investment is completely different, personal investment do not have to care about the fluctuations in the middle, but the management of funds fluctuate too much, will be subject to pressure from fund holders, it is easy to cause strategic deformation." On the other hand, the super bull scatter investment research ability is relatively single, often the ability to select stocks is relatively strong, but the fund needs to consider the comprehensive ability of the fund manager in stock selection, timing, industry rotation, portfolio allocation and other aspects, which puts forward higher requirements for the investment ability circle of super bull scatter. ”
He Li, general manager of Zhishan Investment, believes that "for individual transformation fund managers, I feel that they will mainly face the pressure of investment research systematization, operation team, investor redemption pressure, market expansion, risk control and compliance. Among them, the investment research system is the cornerstone and core, and only by ensuring the performance and net worth curve can there be the future development of private equity. From individual to teamwork, the balance of management, efficiency, and cost is also a relatively big problem, and this is a management problem that individuals may not have been involved in in the past. Investor redemption pressure may lead to the deformation of investment, and risk control compliance is also very important. In addition, market expansion is also the core of the company, which is basically as important as investment research. ”
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