財富箴言——今日發聲:戴維·希羅
《財富》(中文版)
2012年10月09日
大家都關心宏觀的表面現象,因而怕到某些行業和地區做交易,這表明定價已嚴重偏低,個股投資者有利可圖了。
????Everyone is so concerned about the macro overlay that you have panic buying and selling of certain sectors and regions, which means there is so much inefficient pricing that we as bottom-up investors can exploit.
????——戴維·希羅(David Herro,奧克馬克國際基金投資組合經理)