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业绩欠佳的梁永强,因何离任汇泉基金总经理?
Sou Hu Cai Jing· 2025-06-25 08:43
Core Viewpoint - The announcement from Huiquan Fund highlights significant management changes, with former General Manager Liang Yongqiang leaving due to work adjustments, and Chen Hongbin and Chai Lei stepping into the roles of General Manager and Deputy General Manager, respectively [4][6]. Management Changes - Liang Yongqiang has left his position as General Manager of Huiquan Fund, with Chen Hongbin taking over the role. Chai Lei has been appointed as the new Deputy General Manager [4][6]. - Liang Yongqiang has a background in investment research and has been in the public fund industry for over 13 years, previously managing several funds with poor performance [6][10]. - Chen Hongbin has extensive experience in insurance, securities, and fund management, having worked at various financial institutions before joining Huiquan Fund [6][10]. - Chai Lei has a rich background in public fund management, having held senior positions in several fund companies prior to his appointment [6][10]. Performance of Managed Funds - Liang Yongqiang continues to manage three funds, all of which have reported negative returns since their inception. The funds include Huiquan Strategy Preferred A (012412), Huiquan Heartfelt A (013051), and Huiquan Future One-Year Holding A (014825) [4][10]. - As of June 23, the three funds managed by Liang Yongqiang have shown returns of -51.14%, -56.01%, and -35.06%, significantly underperforming their benchmarks by 40.68, 45.46, and 35.11 percentage points, respectively [10][11]. - The total management scale of these three funds is 1.04 billion yuan, accounting for 42.75% of the company's total public fund management scale [10]. Industry Context - The public fund industry has seen a high turnover of executives, with 199 high-level personnel changes reported across 93 fund management institutions as of June 23 this year [3][4]. - The changes at Huiquan Fund are part of a broader trend in the industry, reflecting the dynamic nature of management roles within public funds [3][5].
年内业绩、人事、合规问题丛生,个人系公募陷“成长之困”
21世纪经济报道记者 黎雨辰 北京报道 一则人事变动消息,又一次将个人系公募的生存境遇带入行业视野。 近日,汇泉基金发布的公告显示,公司创始人兼总经理梁永强因"工作调整"离任,陈洪斌接任公司总经 理一职,柴玏则担任公司副总经理。 尽管在卸任高管职务后,梁永强当前仍作为基金经理管理着公司旗下的3只产品,但这位昔日的"金牛老 将",在汇泉基金掌舵以来的业绩却也十分惨淡,其产品任职以来的亏损达到50%以上,且大幅跑输业 绩比较基准。 事实上,汇泉基金的困境并非孤例,更像是一批个人系公募处境的缩影。从2015年算起,个人系公募在 国内发展已走过10个年头,目前全市场共有机构23家。但过去一年来,近半数个人系公募总规模不升反 降,暴露出的业绩滑坡、股权矛盾、法律纠纷等问题同样层出不穷。 个人系公募问题频发 公开资料显示,汇泉基金成立于2020年6月,梁永强作为公司法人拥有30%的持股。在加入汇泉基金 前,梁永强曾因在华商基金的出色投资管理能力被业内熟知。 但自从担纲汇泉基金的掌门人以来,这位"长跑选手"的光环正在慢慢褪色。Wind数据显示,当前梁永 强仍管理着3只产品,不过总规模仅有10.4亿元,且任职回报全部为大幅亏 ...
罕见!首席经济学家出任公募总经理
中国基金报· 2025-06-23 03:04
【导读】陈洪斌出任汇泉基金总经理 中国基金报记者 含章 近日,汇泉基金官宣,任命 陈洪斌为公司总经理,梁永强因工作调整离任。 陈洪斌拥有超过 20 年金融从业经验,拥有 " 保险资管 + 银行金融市场 + 券商资管 + 公募 投研 " 等丰富从业经历。今年 4 月 14 日,陈洪斌加入汇泉基金。在出任总经理之前,陈洪 斌已是公司投委会成员,并担任首席经济学家。 陈洪斌出任汇泉基金总经理 6 月 21 日,汇泉基金发布高管变更公告显示,公司总经理梁永强因工作调整离任,陈洪斌出 任公司总经理,柴玏出任公司副总经理。任职时间均为 6 月 20 日。 根据简历,陈洪斌历任中国人寿保险股份有限公司职员,龙江银行股份有限公司总行金融市 场部及网络金融部总经理,宏信证券有限责任公司总裁助理兼资产管理总部行政负责人,国 海证券股份有限公司总裁助理、首席经济学家、证券资产管理分公司总经理,鹏扬基金管理 有限公司总经理助理、首席经济学家。 2025 年 4 月 14 日,陈洪斌加入汇泉基金管理有限 公司。 柴玏历任民生期货有限公司研究发展部高级研究员,申万菱信基金管理有限公司市场部高级 区域经理,博时基金管理有限公司战略客户部高 ...