半夏投资李蓓:我错过了小微盘、新消费、科技和创新药,但依然坚持自己的框架和体系

华尔街见闻
Jun 09, 2025

前些天,一位老投资人给我发了一条微信: “蓓总好!现在净值和924相差不大,8个月过去了,我们应该是错过了什么,或者做错了什么。记得您说过22年的回调源于执念,现在的坚持是否也是执念呢?当然您历史业绩优异,也是赢在了坚持。牛市来之不易,别错过了难得的机会。供参考。” 这位先生是一家券商的高管,主管自营业务,2019年他主导所在券商自营资金投资了半夏,是我最早的3家机构投资人之一。这位先生本人也是...

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