Throughout her book Ms Ahuja seems to be in a trance herself, in thrall to the glamour of hersubjects. She never questions the judgment of her alpha-men and always gives them thelast word. She devotes dozens of pages to Mr Paulson s rise in the hedge-fund industry, butglosses over his poor performance in 2011. His results have led some to speculate that hemay have the unfortunate record of both earning and losing the most money in hedge-fundhistory. She quotes one of his 2011 letters to investors asserting that bank stockswhosestruggles pulled down his funds performancewould rebound when the economy improves,never criticising what he did or pointing out that investors will have to wait ages to claw backsuch massive losses. Nor does she grasp at bigger themes or the many common factors thathedge-fund managers share. Is it ego, courage, good networks or charisma that hasbrought them more success than their fellow financiers?
Ahuja在她的整本书里都好似被催眠,完全被其采访对象的成功所迷住。她从来没有质疑她书中的阿尔法大师的判断力,视他们的话为至理名言。她为保尔森在对冲基金行业的冉冉升起洋洋洒洒写了十几页,而对他在 2011年的糟糕表现则一笔带过。一些人怀疑保尔森可能会创造一个悲剧性纪录对冲基金史上既是盈利最高也是亏损最多的经理。她引用了保尔森2011年写给股东信件里的话,他坚称连累该基金业绩的银行股在经济状况恢复时将反弹。而她从来没指责过他的所作所为,也并没有指出投资者需要等到天长地久才能从如此之深的亏损里爬出来。她也并没有抓住整个大环境或其他一些对冲基金经理的共通因素。究竟是自信,勇气,有关系还是魅力使得他们比金融业同行更成功?
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