Workflow
海富通欣益
icon
Search documents
任职不足两年管理8只产品!林立禾能否复制指数增强基金神话
Sou Hu Cai Jing· 2025-08-07 05:11
Core Viewpoint - Hai Fu Tong Fund has announced changes in fund management, appointing Lin Lihe as the new fund manager for "Hai Fu Tong Xin Xiang Mixed" and co-manager for "Hai Fu Tong An Yi Hedge" alongside current manager Zhu Binquan [1][12]. Group 1: Fund Manager Profile - Lin Lihe holds a master's degree in quantitative finance and risk management from the University of Michigan and has previously worked in quantitative risk management at China Europe Fund [1]. - Since joining Hai Fu Tong Fund in August 2020, Lin has managed a total of 8 products with a combined management scale of 5.254 billion yuan [1][3]. Group 2: Fund Performance - Under Lin's management, the scale of the "Hai Fu Tong Hu Shen 300 Index Enhancement" fund has increased significantly from 268 million yuan to 5.254 billion yuan, a growth of 19.6 times [3][5]. - The "Hai Fu Tong Hu Shen 300 Index Enhancement" fund achieved a cumulative return of 30.31% since Lin took over, with a notable annual return of 22.20% in 2024, outperforming its benchmark by 8.16 percentage points [7][9]. Group 3: Fund Management Strategy - The rapid growth in management scale is attributed to the strong performance of the "Hai Fu Tong Hu Shen 300 Index Enhancement" fund, which accounted for 90.75% of Lin's total management scale as of June 30, 2025 [5][9]. - Lin has been appointed as the manager for multiple products across different investment types, including enhanced index, ordinary stock, flexible allocation, and long-short equity funds [12][15]. Group 4: Challenges and Performance of Other Funds - Despite the success with the index enhancement fund, Lin's performance with other fund types has been less impressive, with the "Hai Fu Tong Fu Li Three-Month Holding" fund ranking in the lower half of its category [16]. - The management scale of some funds under Lin's management remains small, with four out of six products having scales below 100 million yuan, indicating a potential challenge in replicating success across different fund types [15][16].