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固收名将张翼飞离职,公募基金行业人才流动加速
Sou Hu Cai Jing· 2025-07-28 22:03
Group 1 - Zhang Yifei, a senior fund manager at Anxin Fund, left the company on July 15 for personal reasons after 13 years, managing several funds that will now be taken over by Li Jun and Huang Wanshu [1] - Zhang expressed gratitude towards Anxin Fund in a public letter to investors, indicating his intention to continue in the asset management industry with a focus on long-term, stable, and risk-controlled absolute return investment strategies, leading to speculation about his potential move to the private equity sector [1][4] - The public fund industry has seen frequent talent movement, with many elite professionals transitioning to private equity, raising concerns about how to retain fixed-income talent [1] Group 2 - During his tenure, Zhang Yifei achieved notable performance with the Anxin Stable Growth Fund, which delivered positive returns annually over the past decade, with a maximum drawdown of only -7.20% and an annualized return of 6.19%, highlighting his strong investment style [2] - Despite Zhang's individual success, Anxin Fund's overall scale has been declining, with public fund assets dropping to 94 billion yuan, a decrease of nearly 25 billion yuan since the end of last year, although the fixed-income business has seen some growth [2] - Following Zhang's departure, Anxin Fund faces the challenge of filling the management gap he left and continuing to develop its fixed-income business, while the broader public fund industry must consider strategies to attract and retain talent, especially in popular sectors like fixed income [2][4]
富国基金于洋二度“清仓式”卸任!从业绩神话到争议离场
Nan Fang Du Shi Bao· 2025-07-04 03:18
Core Viewpoint - The recent resignation of star fund manager Yu Yang from two funds managed by Wutong Fund has sparked significant industry attention, raising concerns about the career paths of star fund managers, talent mobility in the public fund industry, and performance pressures [1][6]. Group 1: Manager Resignation - Yu Yang's resignation was anticipated, as he had been gradually stepping back from managing his funds since March, with co-managers being appointed to both funds prior to his departure [2][6]. - After his resignation, the management of the funds will be taken over by Lin Qing and Zhang Hong, respectively [2]. Group 2: Career Background - Yu Yang began his career in 2011, combining academic and practical experience, with a strong background in pharmaceutical investment [3]. - He joined Wutong Fund in 2015 and achieved remarkable returns, including a 138.63% return on the Wutong New Power Flexible Allocation Mixed Fund during his initial management period [3][4]. Group 3: Performance Issues - Following his return to Wutong Fund in December 2021, Yu Yang's performance did not meet market expectations, with a cumulative loss of 11.29% during his management of the Wutong New Power fund [5]. - The management scale of his funds significantly decreased, from 76.60 billion yuan to 40.74 billion yuan, indicating a near halving of assets under management [5]. Group 4: Industry Trends - Yu Yang's departure reflects a broader trend in the public fund industry, where the number of fund manager resignations has increased, indicating deeper changes within the industry [7]. - The industry is moving away from reliance on star fund managers towards a more team-based and platform-oriented investment research system, as emphasized by regulatory guidance [7][8].