知名经济学家邓海清卸任基金经理,与薪酬政策调整有关?本人回应:纯属巧合
Sou Hu Cai Jing·2025-05-13 10:13

Core Viewpoint - The resignation of Deng Haiqing as the fund manager of the China Aviation Mixed Reform Selected Fund has raised concerns, but he clarified that it is unrelated to the recent public fund reform policies regarding manager compensation [1][5]. Group 1: Fund Manager Resignation - Deng Haiqing resigned from his position as the fund manager on May 6, 2025, due to internal work adjustments within the company [4]. - Following his resignation, Fang Cen has taken over the management of the fund, while Deng continues to serve as the company's Deputy General Manager and Chief Investment Officer [1][4]. Group 2: Fund Performance and Strategy - During Deng's tenure from December 4, 2023, to May 6, 2025, the fund experienced a total loss of 13.45%, significantly underperforming its benchmark by 21.64%, ranking 3643 out of 4028 in its category [5]. - The fund's strategy has been closely tied to the real estate sector, with major holdings in companies like Vanke A and continuous investments in several other real estate firms over multiple quarters [6]. Group 3: Regulatory Context - On May 7, the China Securities Regulatory Commission released a new action plan aimed at promoting high-quality development in public funds, which includes performance-based compensation adjustments for fund managers [5].