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股市暴跌:5大基金高手的投资秘笈

股市暴跌:5大基金高手的投资秘笈

SCOTT CENDROWSKI、BETSY FELDMAN 2011-08-12
本文介绍的五位基金经理都充分利用了上周低迷的股市,但他们各有各自不同的投资理念——让我们来看看他们都买入了哪些股票。

姓名:凯斯•戈达德

职务:资本顾问成长基金公司联席经理

    上周之前,凯斯•戈达德的资本顾问成长基金(Capital Advisors Growth Fund)的现金流约占总额的12%。到本周二的时候,他已经用掉了一半的现金。周一,他以145美元/股购买了黑石基金(BlackRock)的股票,之前该股股价为160美元。医药生产商Abbott Labs公司的股价下跌4%后,他增持了该公司的股票。昨天,他又购买了福特(Ford)的股票,他认为该股股价应为20美元。

    戈达德监管的基金总额达9.2亿美元。除了位于塔尔萨的公司外,他还经营其他的基金账户。目前,他的主要目标是那些拥有良好资产负债表和分红、但在上周遭遇了重创的公司。他说,“不管在什么情况下,这些公司的股价也会优于市场平均表现。”

Name: Keith Goddard

Title: Co-manager, Capital Advisors Growth Fund

    Keith Goddard's Capital Advisors Growth Fund was about 12% in cash before last week. By Tuesday he had used up half of it. On Monday, he bought shares of BlackRock as it fell from $160 to $145. He increased the fund's stake in pharmaceutical maker Abbott Labs, whose shares fell 4%. And yesterday Goddard was putting in trades to purchase Ford stock, which he thinks is worth $20.

    Goddard manages about $920 million in the fund as well as separate accounts out of his Tulsa, OK, office, and he's now focused on global companies with strong balance sheets and growing dividends that were clobbered in the past week. "These kinds of stocks should hold up better than average no matter what happens," he says.

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