Light Street Capital Management去年回报率超过37%，表现优于其他选股型对冲基金，令投资者在2021 年和2022年遭受重创后得以挽回全部损失。 据知情人士透露，Glen Kacher麾下这家重押科技股的公司远非唯一实现两位数回报的选股型基金。 Maverick Capital去年上涨约29%，Whale Rock Capital Management上涨27%，Lone Pine Capital上涨 23%。 这标志着资产管理规模11亿美元的Light Street连续第三年实现两位数回报。客户终于收复了2021年和 2022年的亏损，当时该基金分别暴跌26%和54%。2022年的亏损及赎回曾导致该基金资产缩水70%。 像Light Street这样的选股型对冲基金去年迎来丰收年，地缘政治不确定性、特朗普贸易战和人工智能热 潮为多空交易创造了大量机会。对冲基金研究公司PivotalPath的创始人Jon Caplis表示，这类对冲基金取 得2020年以来业绩最佳的一年，他将此归功于对标普500指数的敞口增加。 Light Street Capital Management去年回 ...

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