罗尔夫和他在RiverPark/Wedgewood的团队管理的投资组合迫使他们必须定期决定卖出哪些股票,因为按照政策这只基金只能持有19只至21只股票。他说,"我的合作伙伴和我知道,当我们考虑新策略时,我们必须卖出某只股票"好为新加入的股票腾地方,"这让我们必须持续关注那些效果不好的投资组合策略。"
They pull the trigger when a buying opportunity provides a better long-term growth outlook than something that's already in the portfolio.
当买入机会的长期增长前景优于投资组合中的现有股票时,他们就会采取行动。
Two examples of stocks his firm sold in recent months to make space for new positions are Goldman Sachs Group Inc. and UBS AG, victims of what Mr. Rolfe calls a 'very difficult banking and investment environment.'
举例而言,他的公司在最近几个月中为给新股票腾地方而卖出的两只股票是高盛集团(Goldman Sachs Group Inc.)和瑞银集团(UBS AG),罗尔夫称它们是"非常困难的银行业与投资环境"的牺牲品。
'We thought they were the least attractive stocks in our current portfolio,' he says. 'We sold them because we found a much better idea.' The two banking stocks were replaced with the shares of a couple of oil firms: National Oilwell Varco Inc. and Schlumberger Ltd.
他说,"我们认为它们是我们当前的投资组合中最不具吸引力的股票。我们卖掉它们,是因为我们找到了好得多的策略。"这两只银行股被两家石油公司的股票取代:国民油井华高(National Oilwell Varco Inc.)和斯伦贝谢公司(Schlumberger Ltd.)。
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