股市暴跌：5大基金高手的投资秘笈

姓名：大卫•温特斯

职务：Wintergreen基金公司经理

    周一，大卫•温特斯一直在和朋友谈论股价严重缩水一事。随着道琼斯指数的一蹶不振，温特斯认为目前的股市好像又回到了1974年，机会异常诱人。温特斯说，“因为大家都在拼命寻找退路”。

    温特斯是一名着眼于长远利益的投资者，他认为有一些公司的股价明显被市场低估，这类股票正是他的目标。温斯特等待的就是本周早些时候出现的大规模抛售。他说wintergreen基金增持了能源及消费产品公司的股票。然而他并未透漏具体公司的名称，但以他的眼光，他很可能会涉猎诸如加拿大自然资源（Canadian Natural Resources），英美烟草（British American Tobacco）及雀巢（Nestle）之类的公司。

    温特斯在评论上周的抛售现象时说道，“我们的态度是，这一刻我们已经等了很久了。”基本上没有一家公司能在抛售中幸免于难。温特斯警告说市场仍可能继续小幅下挫，但他说此时正是“投资者大展拳脚的好时候”。

Name: David Winters

Title: Manager, Wintergreen Fund

    David Winters spent Monday talking with a friend about how cheap stocks had become. As the Dow swooned, Winters thought the market was as tempting as it was in 1974. "People are just running for exits," says Winters.

    A longtime value investor, Winters tries to buy companies trading for less than he thinks they are worth. A big selling spree like the one we saw earlier this week is just what Winters needs. He says his Wintergreen Fund added to its stake in energy and consumer staples. He declined to name specific companies, but he likely added to his positions in Canadian Natural Resources, British American Tobacco and Nestle.

    "Our attitude is, this is what we've been waiting for," Winters says of the last week's selloff, which punished nearly every company. The market can still careen lower, he warns, but Winters calls this a "great time to be an investor."