The 20 Most Successful Private Equity Companies Are 18%&Nbsp, Which Is Still Not Optimistic About The Market Outlook.

After the launch of stock index futures, the Shanghai and Shenzhen stock index suffered a rare persistent drop.

However, statistics show that in the case of almost all the public fund net loss, there are still ten private equity products that have achieved positive returns, significantly exceeding the market and public offering funds.

It is a long cycle industry standing at the turning point of the cycle, for example, the pharmaceutical industry is in a strategic turning point of rising trend for a longer period. The cycle may be 5 to 10 years.

Private equity outperformed stock index 8%

After years of stock index futures in April 16th, for the first time in the A share market, the bad news followed.

A series of bad profits such as the real estate new deal, the European sovereign debt crisis, the Dow Jones stock index crash and so on are just like many blockbuster bombs, causing the A share market to suffer a rare continuous drop.

As of May 14th, the Shanghai and Shenzhen 300 index fell 15.51% in just 20 trading days.

The private placement network research center counted 226 unstructured private equity trust products in this period of time. Data show that in this round of collapse, the average yield of private placement is -7.51%, which outperforms the Shanghai and Shenzhen 300 index 8%.

Among them, there are 10 domestic private equity products with positive returns, and the growth of Chongqing trust by the Yu Ding Heng management company is one phase. At the rate of 2.78%, it has become the most resistant private fund in this market. It has won 18 percentage points of the Shanghai and Shenzhen 300 index.

Closely followed is the 2 phase of Zhongyuan trust Manulife managed by Tong Yi, with a yield of 2.11%. The third ranking is the first phase of Jiangping's management, with a yield of 0.52%.

Besides, there are also star stone products managed by Jiang Hui.

Position control is the key.

In this round of unilateral fall, the above common managers of private fund managers who have won the index are in good control of their positions, followed by the choice of suitable stocks.

They also said that although the stock index has rebounded several times, it does not mean that the current decline has ended and investors need to be cautious.

Before this big fall, Yu Ding Heng managed the growth of the first phase of the maverick to remain at around 20%, and the stocks were both medical and railway logistics plates, so far, these stocks are still making positive gains.

After the crash, Yu Ding Heng did not rush to collect the bottom, but still operated at low positions.

"Judging from the current market performance, the index has dropped by 20%, and the overall valuation has also become very cheap. However, the problems still remain unresolved. Judging from the rational investment point of view, it is still early to judge whether the market has stabilized, so we are still looking at the empty position and continuing to operate at low positions."

Yu Dingheng believes that the adjustment is far from over, although the market has a technical rebound requirements, but has not stabilized, the bottom has not been fully formed.

In the medium term, the stock index still has room to explore, but the pace may slow down.

"20% of the time has fallen by 80%, and will be converted to 20% in 80%."

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Three main lines of investment in the future

Unlike most private fund managers, Yu Ding Heng was born in the investment bank. When he selected stocks, he valued two aspects very much: first, he was more concerned about the core of the enterprise, that is, the core competitiveness; the second is its epitaxy, for example, whether large shareholders had capital injection expectations, split the listing and hidden assets.

Yu Dingheng said that three main lines of investment could be focused on in the future: first, strategic emerging industries.

For example, recent mobile payment, intelligent terminals, new electronic devices, such as touch screen and so on.

Second is the upgrading of traditional industries, similar to the smart grid, triple play theme.

The third is the long cycle industry standing at the turning point of the cycle. For example, the pharmaceutical industry is in the strategic turning point of the upward trend of the long cycle, the cycle may be 5 to 10 years.