明星基金经理解读:对冲基金是如何成功的,投资哲学是如何建立的

华尔街见闻
Sep 17

“最好的交易,并非设计师折扣店里无人问津的鳄鱼皮乐福鞋,而是那些鲜少降价、一旦出现就必须抓住的稀缺优质资产。” 这句精辟的比喻,不仅是Adrian Meli的投资信条,也概括了他从对冲基金的喧嚣转向长线投资宁静的深刻洞见。 近日,掌管340亿美元资产的Eagle Capital Management联席首席投资官Adrian Meli在一次深度访谈中,解构了对冲基金黄金时代的成功公式,并分享了其...

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