【环球网财经综合报道】被誉为“英国巴菲特”的基金经理特里·史密斯，在最新半年度股东信中嘲讽减肥药巨头诺和诺德，称其为基金上半年业绩最大拖累。基金官网史密斯坚持“买入并持有优质公司”理念，受伯克希尔影响，其创立的Fundsmith股票基金截至2025年6月30日规模达201亿英镑，上半年收益率为 -1.9%，拖累年化收益率回落至14.1%。股东信显示，基金上半年表现不佳，核心原因是持仓的诺和诺德。...
Source Link【环球网财经综合报道】被誉为“英国巴菲特”的基金经理特里·史密斯，在最新半年度股东信中嘲讽减肥药巨头诺和诺德，称其为基金上半年业绩最大拖累。基金官网史密斯坚持“买入并持有优质公司”理念，受伯克希尔影响，其创立的Fundsmith股票基金截至2025年6月30日规模达201亿英镑，上半年收益率为 -1.9%，拖累年化收益率回落至14.1%。股东信显示，基金上半年表现不佳，核心原因是持仓的诺和诺德。...
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