选股型对冲基金大丰收 Light Street去年回报率达37%

Group 1 - Light Street Capital Management achieved a return rate of over 37% last year, outperforming other stock-picking hedge funds and allowing investors to recover all losses incurred in 2021 and 2022 [1][3][4] - Other notable stock-picking hedge funds also reported significant returns, with Maverick Capital rising approximately 29%, Whale Rock Capital Management increasing by 27%, and Lone Pine Capital up by 23% [1][3] - Light Street has now recorded double-digit returns for three consecutive years, recovering from substantial losses of 26% and 54% in 2021 and 2022, respectively, which had led to a 70% reduction in assets due to losses and redemptions [4][6] Group 2 - The year was particularly fruitful for stock-picking hedge funds like Light Street, driven by geopolitical uncertainties, the Trump trade war, and the AI boom, which created numerous trading opportunities [3][6] - According to Jon Caplis, founder of hedge fund research firm PivotalPath, these hedge funds experienced their best performance since 2020, attributed to increased exposure to the S&P 500 index [6] - The S&P 500 index rose by approximately 18% last year, while the PivotalPath Equity Sector Index, which tracks the performance of stock-picking hedge funds, increased by about 22% as of November 30 [6]