Group 1 - The core point of the news is the significant performance decline of Hainan Xiwa Asset Management Co., which has faced a cumulative drawdown of approximately 20% due to several investment missteps [1][2] - The firm reported an estimated net value drop of around 7% in its latest weekly report, which is a stark contrast to the overall positive performance of private equity funds in the A-share market this year [1] - The founder and CIO, Liang Hong, acknowledged three main reasons for the poor performance: heavy investment in innovative drugs that declined, overexposure to hardware leading to a 37% drop, and significant involvement in US stablecoin stocks amidst a cryptocurrency downturn [1][2] Group 2 - Liang Hong has previously apologized to investors for poor performance, indicating a pattern of accountability in response to market challenges [2] - The firm is preparing for potential large-scale redemptions from investors who have experienced prolonged losses, particularly those who invested in 2021 [2] - Despite the setbacks, Liang remains optimistic about the market outlook for the coming year, expressing confidence in a potential recovery and improvement in performance [1][2]
百亿私募创始人梁宏发文致歉
Xin Lang Cai Jing·2025-11-25 05:13