只要基金经理做的时间够久,难免犯错。比起现在许多国内基金经理跌倒在预警线前的诚惶诚恐,连续跑赢标普500指数15年的基金经理比尔米勒在2006年开始掉入天坑的经历,可能更富有戏剧色彩。起初,米勒就像塔勒布笔下沾沾自喜的火鸡。在《财富》杂志亲封「我们这个时代最伟大的资金经理」之后,他泰然自若,淡定承认自己2003年时因追求收益没有入能源股,从而错失了2006年能源股行情,甚至强势发言:「我们喜欢持有...
Source Link远川投资评论2022-03-04
只要基金经理做的时间够久,难免犯错。比起现在许多国内基金经理跌倒在预警线前的诚惶诚恐,连续跑赢标普500指数15年的基金经理比尔米勒在2006年开始掉入天坑的经历,可能更富有戏剧色彩。起初,米勒就像塔勒布笔下沾沾自喜的火鸡。在《财富》杂志亲封「我们这个时代最伟大的资金经理」之后,他泰然自若,淡定承认自己2003年时因追求收益没有入能源股,从而错失了2006年能源股行情,甚至强势发言:「我们喜欢持有...
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