股市暴跌：5大基金高手的投资秘笈

姓名：（小）肯波尔•布鲁克

职务：First Eagle美国价值型基金公司联席经理

    First Eagle公司的经理们监管着600亿美元资金，他们祈盼周一出现的市场崩盘，但也乐于抓住机会。标准普尔500指数（S&P 500）下跌6.6%之后，他们在清单上列出了自己最中意的公司，估算其股价，然后买进被低估的股价，差价越大，买入越多。

    作为多家价值型基金的联席经理，布鲁克在过去的几周当中购买了多家建材产品生产商和建筑集团的股票。

    “市场在过去的一个月当中下跌了17%”，布鲁克说，“但是一家公司的实际价值几乎不肯能在短短一个月内出现高达20%的波动——这种情况很少见。”布鲁克将美国市场最近出现的阴霾与日本今年早些时候出现的崩盘进行了对比。两者来的都特别快，其背后的元凶可能是恐慌而不是基本面上的问题。

Name: Kimball Brooker Jr.

Title: Co-manager, First Eagle U.S. Value Fund

    The managers at First Eagle who oversee $60 billion didn't wish for Monday's market crash. But that's not to say they didn't welcome it. They pulled out their list of favorite companies, and what they think their stocks are worth, and bought more of the ones that looked really cheap after the S&P 500 dropped 6.6%.

    In the past couple weeks, Brooker, who co-manages several value-based funds, bought the stocks of building products companies and construction aggregate firms.

    "The market was down 17% over a month," Brooker says, "yet the value of a business is very unlikely to change by 20% in a month--it's not something that typically happens." Brooker compared the U.S. market's recent swoon to the Japanese market collapse earlier this year. Both were sharp and likely driven by fear, not fundamentals.