Core Insights - The article emphasizes the importance of long-term performance in investment strategies, highlighting that while short-term gains may be influenced by market beta, true investment skill is tested through long-term returns over 5 to 10 years [1] - It identifies a category of private funds termed "Double Ten Funds," which have been operational for over 10 years and have achieved an annualized return exceeding 10% over the past decade [2] Group 1: Double Ten Funds Overview - As of November 2025, there are 105 private funds that have been established for over 10 years, with 53 of them classified as "Double Ten Funds," representing approximately 50.48% of the total [2] - Among these, 13 funds belong to private equity firms with assets exceeding 10 billion, with notable firms including Hainan Xiwa and Dongfang Gangwan [2] Group 2: Performance Rankings - The article lists top-performing private funds based on their strategies, including subjective long/short, macro strategies, and multi-asset approaches, with a focus on those that have achieved high returns over the past five years [3][8] - The top-ranked subjective long/short fund is managed by Hainan Jingtong, with significant annualized returns noted [3] Group 3: Investment Strategies - The article discusses the investment focus of notable fund managers, such as Dan Bin from Dongfang Gangwan, who emphasizes the potential of artificial intelligence as a long-term investment theme [4][5] - It highlights that 14 of the "Double Ten Funds" reached historical net value highs in November 2025, with a majority being subjective long/short funds [5] Group 4: Quantitative and Multi-Asset Strategies - The article details the performance of quantitative long/short funds, noting that the average annualized return for the top 20 funds in this category is significant, with several large private equity firms represented [8][9] - Multi-asset strategy funds are also highlighted, with the top performers achieving notable annualized returns, indicating a diverse approach to investment [22][23]
私募双十基金达53只,但斌占2只!近5/10年领跑产品揭晓!
Sou Hu Cai Jing·2025-12-26 10:40