Acknowledge Your Mistakes
承认错误
Periodically - and especially when a stock is proving to be disappointing - it's important for fund managers to go back and review the assumptions that were made at the time of purchase.
基金经理定期──尤其是当一只股票被证明令人失望时──回过头重新审视购买时做出的假设是很重要的。
'The hardest thing for investment professionals to come to grips with is when they have misanalyzed a stock,' says Phil Davidson, chief investment officer for value stocks at American Century Investments in Kansas City, Mo.
密苏里州堪萨斯城(Kansas City)American Century Investments负责股票估值的首席投资长菲尔•戴维森(Phil Davidson)说,"专业投资人士最难应对的是他们错误分析了股票的时候。"
He gives an example of when that happened at his firm. His American Century Mid Cap Value began building a position in Best Buy Co. in the third quarter of 2010, with most of the buying occurring in July of that year. Purchases were primarily in the low to mid $30s. But by the second quarter of last year, the fund began to sour on the stock and started selling, initially in the low $30s. It was out of the stock by the fourth quarter, with the final selling taking place in November, when the stock was in the $26 to $27 range. For the past few months, the stock has been trading in the $17 to $20 range.
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2020-09-15
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