Group 1 - The fund manager Jiang Yongming has resigned due to personal career planning, effective August 15, 2025, and will be succeeded by Li Xiang for four funds [1][3] - Jiang Yongming joined Caitong Securities Asset Management Co., Ltd. in December 2018 as Assistant General Manager and Director of Equity Investment [1] - The largest fund managed by Jiang is the Caitong Asset Management Value Growth Mixed Fund, with a net asset value of 1.542 billion yuan as of the end of the second quarter [1] Group 2 - The four funds managed by Jiang experienced a decline in net value in the second quarter and underperformed against their performance benchmarks [2] - The top ten holdings of the four funds showed significant overlap, heavily investing in companies such as AVIC High-Tech, Nine Company, Baiya Shares, Sanhuan Group, Terui De, and Ruifeng New Materials [2] - The Caitong Asset Management Value Discovery Mixed Fund maintained an active investment approach, focusing on domestic demand recovery, re-inflation, and high-growth technology sectors, while dynamically adjusting industry weights based on policy and fundamental changes [2]
财通资管姜永明卸任4只基金 持仓个股高度重合
Xi Niu Cai Jing·2025-08-20 07:09