股市暴跌:5大基金高手的投資秘笈
姓名:(?。┛喜?布魯克 職務(wù):First Eagle美國(guó)價(jià)值型基金公司聯(lián)席經(jīng)理 ????First Eagle公司的經(jīng)理們監(jiān)管著600億美元資金,,他們祈盼周一出現(xiàn)的市場(chǎng)崩盤(pán),但也樂(lè)于抓住機(jī)會(huì),。標(biāo)準(zhǔn)普爾500指數(shù)(S&P 500)下跌6.6%之后,,他們?cè)谇鍐紊狭谐隽俗约鹤钪幸獾墓?,估算其股價(jià),然后買(mǎi)進(jìn)被低估的股價(jià),,差價(jià)越大,,買(mǎi)入越多。 ????作為多家價(jià)值型基金的聯(lián)席經(jīng)理,,布魯克在過(guò)去的幾周當(dāng)中購(gòu)買(mǎi)了多家建材產(chǎn)品生產(chǎn)商和建筑集團(tuán)的股票,。 ????“市場(chǎng)在過(guò)去的一個(gè)月當(dāng)中下跌了17%”,布魯克說(shuō),,“但是一家公司的實(shí)際價(jià)值幾乎不肯能在短短一個(gè)月內(nèi)出現(xiàn)高達(dá)20%的波動(dòng)——這種情況很少見(jiàn),。”布魯克將美國(guó)市場(chǎng)最近出現(xiàn)的陰霾與日本今年早些時(shí)候出現(xiàn)的崩盤(pán)進(jìn)行了對(duì)比,。兩者來(lái)的都特別快,,其背后的元兇可能是恐慌而不是基本面上的問(wèn)題。 |
Name: Kimball Brooker Jr. Title: Co-manager, First Eagle U.S. Value Fund ????The managers at First Eagle who oversee $60 billion didn't wish for Monday's market crash. But that's not to say they didn't welcome it. They pulled out their list of favorite companies, and what they think their stocks are worth, and bought more of the ones that looked really cheap after the S&P 500 dropped 6.6%. ????In the past couple weeks, Brooker, who co-manages several value-based funds, bought the stocks of building products companies and construction aggregate firms. ????"The market was down 17% over a month," Brooker says, "yet the value of a business is very unlikely to change by 20% in a month--it's not something that typically happens." Brooker compared the U.S. market's recent swoon to the Japanese market collapse earlier this year. Both were sharp and likely driven by fear, not fundamentals. |