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Yixing Private Equity paid attention to these six companies this week.
Since the beginning of 2020, buying funds has become a financial choice for many investors. Among many fund products, private placement is more risky, but with the recovery of A-share market, its yield is much higher than that of Public Offering of Fund, so it is increasingly favored by ordinary investors. Among them, private star products are sought after by investors.

Private placement and star products sold out in half an hour.

The product issued by Senior One is a new sub-fund of "Senior One Xiaofeng No.2 Letter Series Fund", which is the largest fund managed in Deng Xiaofeng at present. After the fundraising, the new fund will be fully invested in Xiaofeng No.2 Trust Fund. Deng Xiaofeng, the head of the fund, is a big shot in private equity.

According to public information, Deng Xiaofeng is currently the chief investment officer of Gaoyi Assets, and served as the assistant director of Guotai Junan Securities Co., Ltd. from 200/KLOC-0 to 2004; From 2004 to 2005, he worked as a researcher in the asset management department of Guotai Junan Securities Co., Ltd.; From April 2005 to 2007, he worked in Bosera Fund Management Co., Ltd., and served as assistant fund manager of independent account group of stock investment department, social security stock fund manager, and stock securities investment fund manager of Bosera theme industry; 20 14 12, leaving boss fund to join private placement.

During his tenure as managing director of Boss Fund's stock investment headquarters and general manager of the stock investment department, the public stock fund he managed won the 8-year performance champion in succession (2007 -20 14), and managed more than10 billion of Boss theme industries and social security portfolio products during his tenure.

The data shows that as of the end of the first quarter, Gaoyi Xiaofeng No.2 Trust Fund ranked among the top ten tradable shareholders of 19 listed companies at the end of the period, with a stock market value of 8.07 billion yuan.

Among them, Zijin Mining is its largest awkward stock, holding 462 million shares and holding a market value of 4.443 billion yuan. Since the end of the third quarter of 20 19, Xiaofeng No.2 has continued to add positions after buying 654.38+67 million shares of Xinjin Zijin Mining. By the end of the second quarter of 2020, it will hold 383 million shares in the current period. Judging from the share price of Zijin Mining, it rose from 4 yuan/share to around 12 yuan. Based on this estimation, the floating profit of Gaoyi Xiaofeng No.2 Trust Fund, a single Zijin mining company, exceeds 3 billion yuan. Such a beautiful resume and performance have to impress investors.

(Gaoyi Xiaofeng No.2 holds Zijin Mining with a floating profit of over 3 billion)

Why are millions of private placements robbed instantly?

It is worth noting that the sales of private equity products with a threshold of one million are so hot that it is rare in recent years. So, what is the reason why millions of private placements were robbed instantly?

Wu Suwei, a senior trust financial planner, said: "As the trust market continues to thunder and rain, real estate investment restrictions are superimposed, and the investment channels and capital bearing places of high net worth people have changed."

A large amount of funds are blocked in the trust market and real estate market, which makes this part of funds have to find another investment path. Because this group of people have stronger risk tolerance than ordinary investors, private equity funds with higher risks but higher returns have become their first choice.

In Wu Suwei's view: "The investment in the capital market in 2020 is considerable. Investors who laid out the capital market last year had a high probability of floating profits, but the decline at the beginning of this year basically rose again. The long-term layout of the capital market is also a configuration requirement. "

But fundamentally speaking, it is still related to the overall trend of the A-share market. With the gradual recovery of the A-share market, the number of private equity funds in the market has increased.

In the last week of May, a total of 765,438+065,438+0 private placement products were registered, an increase of 2.89% from the previous month. Among them, private managers issued 529 models, accounting for 74.4%, up 5. 17% from the previous month. In May, a total of 14 private fund managers filed 10 and above products, of which tens of billions of private placements accounted for more than 50%.

How should investors choose?

Looking at the investment market, no one can completely avoid risks. Only reasonable asset allocation and portfolio investment can avoid the risk of total loss of a basket of assets. Then, in the face of all kinds of public offerings and private offerings in the market, how should investors choose?

Li Peng bluntly said: "Ordinary citizens buy funds mainly from two aspects: security and profitability. On the one hand, security means that the establishment of fund companies conforms to laws and regulations; On the other hand, it refers to the probability that the investor's principal will not lose money. At present, Public Offering of Fund products on the market can't set terms to ensure that investors won't lose their principal. However, judging from the actual operation results of the market, most investors who have held Public Offering of Fund for more than three years are making money, while those who have held it for less than one year are more likely to lose money. Therefore, the first thing investors should consider is that the money to buy funds should at least not be used urgently. "

"From the perspective of yield, the types of funds that can be bought at present are mainly stock funds and mixed partial stock funds, while the long-term income of partial stock funds is significantly higher than that of bond funds. As long as it is not in urgent need of funds, it is recommended to buy partial stock funds. Horizontal comparison of partial stock funds, because the investment research team and R&; Ampd investment can accumulate results, which is stable and sustainable. It is recommended to buy products from large fund companies, which is more reassuring. "

As for private equity products, there are many private equity fund companies of different sizes in the market, so it is not easy to choose a suitable private equity product.

Ding suggested that investors should first assess whether their risk tolerance matches the risk level of private equity products. The product lock-up period should consider its own liquidity arrangement, as well as the cost, income sharing ratio and opening period of private placement products. In short, it is an investment principle that investors must keep in mind to choose private placement products and appropriate portfolio investment.

Audit: Ding Logistics

Related Q&A: What's the difference between public offering and private offering? The difference between private placement and public offering: 1, and the fundraising targets are different; 2. Different financing methods; 3. Different information disclosure; 4. Different investment restrictions; 5. Different performance rewards; 6. Different investment ideas: Private equity funds pursue absolute returns and excess returns, while Public Offering of Fund's investment goal is to exceed the performance comparison benchmark. 7. The investment ratio is different. Public Offering of Fund and private equity funds are two diametrically opposed funds, and the following are their specific differences: 1. The fundraising targets are different: private equity funds are privately raised or directly raised from specific groups, while Public Offering of Fund is directly raised from the public. 2. There are different ways to raise funds: private equity funds are sold privately, while Public Offering of Fund is sold publicly. 3. Different information disclosure: private equity funds have less information disclosure and strong confidentiality; The public offering of funds is strictly regulated, which requires comprehensive information disclosure. 4. Different investment restrictions: the investment restrictions of private equity funds are stipulated in the agreement. Public Offering of Fund has strict investment scope restrictions according to different types of funds. For example, money funds are not allowed to invest in stocks. 5. Different performance rewards: private equity funds charge performance rewards, and generally do not charge management fees; Public Offering of Fund does not extract performance compensation, but only collects management fees. 6. Different investment ideas: Private equity funds pursue absolute returns and excess returns, while Public Offering of Fund's investment goal is to exceed the performance comparison benchmark. 7. Different investment ratios: Private equity funds are flexible in terms of investment methods, shareholding ratio and positions, and Public Offering of Fund has strict requirements on the self-investment ratio because it involves the interests of many investors. : 1. Public Offering of Fund is a fund that is supervised by the competent government department and publicly raised by the public and unspecified investors. At present, most funds in the market belong to Public Offering of Fund. For example, some funds we see on Alipay or several platforms basically belong to Public Offering of Fund. Private investment funds refer to investment funds that are raised from qualified investors through non-public offering and invested in stocks, equities, bonds, futures, options, fund shares and other investment targets agreed in investment contracts. 2. Private placement fund: Redeem on a fixed open day every month or quarter, and the fund will be received within T+5 to T+ 10 working days. Looking for the golden axe in private placement. Golden Axe is committed to providing customers with one-stop family financial analysis, investment strategies, and cross-cycle, all-category and diversified fund allocation schemes based on family goals and plans. Services cover convenient product search, fund redemption, net worth inquiry, wealth bookkeeping, configuration planning, investment consulting, etc. On the mobile side, PC side, and WeChat side, it will eventually help families realize the preservation, appreciation and inheritance of wealth. Up to now, the number of middle-class and high-net-worth registered users on Golden Axe Platform has exceeded 800,000, and the cumulative allocation of funds such as Public Offering of Fund, Sunshine Private Equity and Private Equity has exceeded 35 billion. More than 654.38 million families have obtained professional, independent, real-time and efficient one-stop asset allocation advice and fund trading services.