本文首发于公众号"私募排排网"。 （点击↑↑ 上图查看专栏 ） 编者语： 知名基金经理往往会受到更多关注，私募排排网特此成立了 #基金经理人物志 # 专栏。未来，我们还将以系列内容更新，同时也欢迎广大读者留言告知您所感 兴趣的基金大佬，我们将不定期为大家更新这些传奇大佬的从业经历、最新持仓、投资理念等内容。本期介绍嘉宾： 百亿 私募希瓦梁宏 。 目录导览 01、 前言 02、 从美股交易员到"实业亏光"的跨界玩家 在私募基金的江湖里，梁宏是一个无法被忽略的名字。他没有显赫的科班背景，也没有传统金融机构的镀金光环，却凭借对市场的敏锐嗅觉、敢 言敢做的鲜明风格，以及一条标志性的大金链子，硬生生在百亿级的私募战场上杀出了一条"野生"之路。 从美股交易员到实业试水失败，从雪球 大V到私募掌门人，他的成长轨迹充满了草根的韧性与江湖的彪悍。 这是一个关于梦想、逆袭、争议与坚持的故事，也是一个中国私募生态中的 独特样本。 从美股交易员到"实业亏光"的跨界玩家 梁宏毕业于上海交通大学，2001年迈出校园后，他从事过财务软件咨询工作。但很快，他就投身到美股交易员的行列中。那时的他，或许未曾料 到，这段美股交易经历，会为他开启一 ...

Core Viewpoint - The A-share market has shown a strong performance, with the Shanghai Composite Index reaching 3700 points, indicating a recovery from previous economic shocks. A trend of gradual growth has emerged since April 27, following the impact of U.S. tariffs, leading to a widening gap between stock strategies and other primary strategies [1]. Summary by Categories Market Performance - The A-share market has entered a four-month trend of gradual growth, with a noticeable recovery in the index [1]. - Quantitative long strategies and subjective long strategies have both performed well, with quantitative long strategies achieving a return of 25.02% and subjective long strategies averaging 5.86% in July [3][4]. Strategy Performance - Among various strategies, subjective long strategies have outperformed quantitative long strategies due to their concentrated positions and flexibility in trading [4]. - The average return for subjective long strategies across different scales of private equity funds has been significant, with the highest returns observed in the 10-20 billion category at 25.43% [18]. Fund Performance - The top-performing subjective long products in the 100 billion category include "和谐汇一医疗创新B类份额" managed by 施跃, achieving a return of ***% [7][5]. - In the 50-100 billion category, "同犇22期" managed by 童驯 led with a return of ***% [14]. - The 20-50 billion category saw "丹羿鹏程1号1期" managed by 王帅 achieving a return of ***% [17]. - In the 10-20 billion category, "能敬价值优选二号" managed by 孙杰 led with a return of ***% [21]. - The 5-10 billion category was topped by "优波三号A类份额" managed by 陈龙 with a return of ***% [24]. - The 0-5 billion category saw "子衿云杉" managed by 邹凯 achieving a return of ***% [28]. Investment Insights - Fund managers are focusing on sectors such as innovative pharmaceuticals and medical devices, indicating a re-evaluation of high-quality assets in China [8]. - The market is currently in a phase where investors are cautious about the sustainability of earnings for companies that have seen significant price increases [8].