反向做空木頭姐的SARK賺翻了!
“木頭姐”凱西·伍德的旗艦基金ARK Innovation ETF(ARKK.US)在過去12個月下跌了70%以上,今年押注該基金的投資者付出了巨大代價,而塔特爾資本管理公司推出的反向做空ARKK的AXS Short Innovation Daily ETF(SARK.US)自一年前推出以來漲幅已超過111%,規模達到3.61億美元,在過去一年推出的近450只ETF中業績排第二位。
美聯儲上調利率推動了SARK大漲。持續的大幅加息導致美債收益率飆升,反過來拖累了投機性較強、以增長爲導向的科技公司,如Zoom和特斯拉,它們構成了規模達70億美元的ARK Innovation ETF的投資組合。
彭博行業研究ETF分析師Athanasios Psarofagis表示:“擇時是基金髮行中被低估的因素。任何在2021年或2022年推出反向基金的人都做得很好。”

Psarofagis指出,在仍處於交易狀態的基金中,SARK第一年的表現位於有史以來最佳業績的前20名。其排名略低於100億美元的ProShares UltraPro QQQ,後者在交易的第一年上漲了大約118%。
不過,塔特爾資本管理公司也發行了正向追蹤木頭姐基金的AXS 2X Innovation ETF(TARK.US)。該基金自5月推出以來已暴跌64%以上。
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