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华安基金“双十”老将蒋璆清仓式卸任:权益干将流失背后的人才之困
Sou Hu Cai Jing· 2026-01-29 10:28
近日,华安基金发布公告,基金经理蒋璆因个人原因卸任其管理的全部9只产品,不再转任公司其他岗位。 这位曾在华安基金任职超过14年半、担任公募基金经理超过10年半的"双十"基金经理(即任职超十年、年化收益超10%)的离开,已经是这家老牌基金公司 近一年内流失的第二位权益大将。 职业轨迹 蒋璆的公募基金职业生涯始于2015年6月,正值上一轮牛市的顶峰,尽管在市场高点开始管理基金,但他仍取得了不俗的业绩。其职业生涯始于实业领域, 曾在韩国浦项钢铁总部负责进出口贸易业务,这段经历培养了他对产业周期的敏感度。2007年,蒋璆转战金融业,先后在国泰君安证券研究所和华宝兴业基 金担任研究员,研究范围覆盖钢铁、有色、机械和新能源等行业。 2011年6月,他加入华安基金,担任投资研究部行业分析师、基金经理助理。四年后,他从研究员岗位升任基金经理,开始管理华安升级主题、华安安信消 费服务和华安动态灵活配置三只基金,正式开启了基金经理生涯。 蒋璆的投资风格具有明显的周期背景和行业轮动特征,一开始,他采用的是自下而上的选股方法,但效果并不理想。 2018年下半年,他转变投资方法,引入"自上而下"的视角,先选择政策和景气共振的赛道,然后 ...
多位知名基金经理卸任
Zhong Guo Ji Jin Bao· 2026-01-27 13:32
Core Viewpoint - Multiple well-known fund managers have resigned from their managed funds at the beginning of 2026, indicating a significant trend in the public fund industry [1]. Group 1: Resignations of Fund Managers - Chen Qiming has resigned from most of his fund manager positions as of January 26, 2026, due to personal reasons, following his previous resignation as Deputy General Manager of Huafu Fund [2][4]. - Other notable fund managers, including Jiang Xu from Huazheng Fund and Dong Li from Xingzheng Global Fund, have also recently stepped down from their managed funds [3][8]. - Dong Li resigned from his position as the manager of Xingquan Light Asset Mixed Fund on January 20, 2026, after having appointed a co-manager just a month prior [8][9]. Group 2: Performance and Background of Resigned Managers - Chen Qiming joined Huafu Fund in 2010 and has held various positions, including Assistant General Manager and Director of Equity Investment. His long-term management of the Huafu Value Growth Mixed Fund has yielded a return of 417.98% since September 26, 2014, significantly outperforming the industry average [7]. - Dong Li, who joined Xingzheng Global Fund in August 2017, was known for managing flagship products with substantial assets, including the Xingquan Trend Investment Mixed Fund, which had an annualized return exceeding 16% [9]. - Jiang Xu, with over 10 years of experience and an annualized return exceeding 10%, has resigned from all nine funds he managed, with reports suggesting he may transition to private equity [9]. Group 3: Industry Trends - The public fund industry has seen a record high in personnel changes, with numerous fund managers, including notable figures like Bao Wuke and Zhou Haidong, leaving their positions in 2025 [10].