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市场风格和投资方向不匹配今年头部“价值派”私募大佬突然不香了今年以来“价值派”私募不香了，景林、淡水泉、林园、汉和等多家百亿私募今年出现回撤，东方港湾但斌因业绩不佳道歉，一封写给高毅资产邱国鹭的信在网上传开。业内人士认为，这些“价值”风格的私募今年表现不佳，主要原因是市场短期格与基金经理所布局的板块不匹配。

Republic ofLin yuanWarren buffettOr mao the fundFund institute researchChina the fundOr ning the fundFund researchSchool privateKing lamSpring lin yuanEastern harborKing forestFirst chineseMarket priceFund institute research director