半年暴涨223%!做空明星科技股,这家对冲基金业绩大逆转

华尔街见闻2022-07-20

今年,大部分专注于成长股的对冲基金录得巨额亏损,但Coltrane却获利颇丰。2020年末,纽约对冲基金Coltrane Asset Management创始人Mandeep Manku做出一次重大押注。当时,受新冠疫情的影响,全球股市暴跌,对冲基金Coltrane也遭受重创,Manku决定改变Coltrane投资组合,从备受青睐的廉价欧洲公司转向做空美国高增长的明星科技股。彼时许多美国科技股的...

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