Workflow
汇泉策略优选混合
icon
Search documents
汇泉基金总经理梁永强离任 三只在管基金任职回报率均为负
Xi Niu Cai Jing· 2025-06-27 06:51
履历资料显示,新任总经理陈洪斌此前历任中国人寿职员,龙江银行总行金融市场部及网络金融部总经理,宏信证券总裁助理兼资产管理总部行政负责人, 国海证券总裁助理、首席经济学家、证券资产管理分公司总经理,鹏扬基金总经理助理、首席经济学家。2025年4月14日加入汇泉基金。 新任副总经理柴玏过往工作履历主要是以市场业务为主,历任民生期货研究发展部高级研究员,申万菱信基金市场部高级区域经理,博时基金战略客户部高 级机构客户总监,融通基金战略客户部总经理,新华基金机构业务部总监,2024年8月1日加入汇泉基金,担任总经理助理兼机构业务部负责人。 梁永强虽然卸任总经理职务,但是仍担任汇泉策略优选混合基金、汇泉臻心致远混合基金、汇泉兴至未来一年持有混合基金等产品的基金经理。截至6月24 日,梁永强管理的3只基金任职回报率分别为-50.51%、-54.84%、-33.96%。 上述3只基金中,资产净值规模最大是汇泉策略优选混合基金,截至一季度末,资产净值约为8.26亿元。该基金成立于2021年7月20日,刚成立时的净认购金 额约为35.77亿元。 | 汇泉策略优选混合A(012412) | | | | --- | --- | - ...
汇泉基金“变天”:创始人卸任总经理,“外来者”接任,发展困局如何破|基·本面
Hua Xia Shi Bao· 2025-06-24 23:39
Core Points - The core viewpoint of the article is the recent management changes at Huiquan Fund, with founder and general manager Liang Yongqiang stepping down and being replaced by Chen Hongbin, who is expected to bring various enhancements to the company [2][3]. Management Changes - Liang Yongqiang, a veteran executive and founder, resigned as general manager due to "work adjustments" on June 20 [2]. - Chen Hongbin, who holds a doctorate and has extensive experience across various financial sectors, was appointed as the new general manager on the same date [2][3]. - New deputy general manager Chai Le, who has a master's degree and significant experience in public fund markets, is expected to drive new breakthroughs in market operations [2][4]. Background of New Executives - Chen Hongbin has held positions in insurance, banking, and securities, and is recognized for his deep research background and market reputation [3]. - Chai Le has previously worked in various roles at multiple fund management companies, bringing a wealth of experience to his new position [4]. Shareholding Structure - Huiquan Fund has a concentrated shareholding structure, with major shareholder Yang Yu holding 55.30% of the shares, followed by Liang Yongqiang with 30.00% [4]. Performance and Challenges - Liang Yongqiang remains a significant shareholder and fund manager, focusing on investment work after stepping down from administrative duties [5]. - Despite past successes at Huashang Fund, Liang's performance at Huiquan Fund has been underwhelming, with managed fund assets totaling 1.04 billion and a best tenure return of -35.59% [5][6]. - Huiquan Fund has faced challenges, with its management scale declining from 3.68 billion at the end of 2021 to a low of 2.13 billion by the end of 2023, indicating a significant reduction in size since its inception [7].
汇泉基金“元老级”高管离任,陈洪斌正式接棒,如何解决规模困局
Bei Jing Shang Bao· 2025-06-22 14:45
Core Viewpoint - The recent departure of senior executives at Huiquan Fund, including the resignation of General Manager Liang Yongqiang, raises concerns about the company's stability and future growth potential, while the appointment of Chen Hongbin as the new General Manager may bring fresh perspectives and expertise to improve asset allocation capabilities [1][4][8]. Group 1: Executive Changes - Liang Yongqiang, a veteran in the public fund industry and the second-largest shareholder of Huiquan Fund, has left the company due to work adjustments, with Chen Hongbin taking over as General Manager [1][4]. - Chen Hongbin has extensive experience in the financial sector, having held various senior positions in insurance and banking, which may enhance the company's appeal to investors [5][9]. - The appointment of new executives, including Vice General Manager Chai Le, follows a recent trend of high turnover in the company's leadership, which could impact employee morale and company culture [5][8]. Group 2: Company Performance and Challenges - Huiquan Fund, established five years ago, has seen a decline in its asset size from a peak of 35.87 billion yuan to 24.33 billion yuan, indicating challenges in retaining and attracting investments [6][8]. - The fund currently manages 21 products, with mixed performance; some funds have underperformed compared to their peers, highlighting potential weaknesses in asset allocation strategies [7][8]. - The average return of the fund's active equity products over the past year is 2.77%, with some products significantly underperforming, which may affect investor confidence [7][8]. Group 3: Future Outlook - The new leadership under Chen Hongbin is expected to focus on improving investment strategies, risk management, and enhancing client services to attract and retain investors [9]. - The ability to redefine company culture and strategy amidst executive changes presents an opportunity for Huiquan Fund to strengthen its market position [5][8].
汇泉基金总经理梁永强在管产品业绩依然同类垫底,“搭档”曾万平选择“清仓”卸任
Sou Hu Cai Jing· 2025-05-23 05:00
2025年5月23日,汇泉基金管理有限公司发布公告称,汇泉兴至未来一年持有期混合型证券投资基金(主代码:014825)发生基金经理变更事项。该基金的基 金经理曾万平因个人原因离任,离任日期为2025年5月21日,且已按规定在中国基金业协会办理注销手续。目前,基金由梁永强独自管理。 此次卸任后,曾万平旗下产品已归零。曾万平先生:中国国籍,财政部财政科学研究所经济学博士。2019年7月-2021年11月任中国银河证券股份有限公司股 票策略分析师;2021年11月-2022年7月任汇泉基金管理有限公司策略研究组组长、基金经理助理。2022年7月27日起至2025年5月21日担任汇泉兴至未来一年 持有期混合型证券投资基金。2022年7月27日至2024年12月27日担任汇泉策略优选混合型证券投资基金基金经理。两只产品的任职回报分别 为-32.95%、-38.11%;同类排名分别为2569/3071、2833/3109。 图片来源:Choice数据 值得一提的是,以上两只基金均由公司总经理梁永强担任基金经理成立并管理,曾万平后期加入,成为共同管理的"搭档"。梁永强先生,中国国籍,现任汇 泉基金创始合伙人、总经理,基金经 ...