股市暴跌:5大基金高手的投資秘笈
姓名:凱斯?戈達德 職務:資本顧問成長基金公司聯席經理 ????上周之前,凱斯?戈達德的資本顧問成長基金(Capital Advisors Growth Fund)的現金流約占總額的12%。到本周二的時候,他已經用掉了一半的現金。周一,他以145美元/股購買了黑石基金(BlackRock)的股票,之前該股股價為160美元。醫藥生產商Abbott Labs公司的股價下跌4%后,他增持了該公司的股票。昨天,他又購買了福特(Ford)的股票,他認為該股股價應為20美元。 ????戈達德監管的基金總額達9.2億美元。除了位于塔爾薩的公司外,他還經營其他的基金賬戶。目前,他的主要目標是那些擁有良好資產負債表和分紅、但在上周遭遇了重創的公司。他說,“不管在什么情況下,這些公司的股價也會優于市場平均表現?!?/p> |
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. |