2010年11月24日星期三

The world's greatest investors (ii) _ Chen Chang-Ho

Match Haosen la ? Peter Optimum investment consultant Chief Investment long as long as the weather allows in Chicago, bold and will ride a bike or wear skate to work. The Germany-born funds managers strive to avoid Street, walk through the park or on the pavement. Peter Haosen admitted that she was very cautious and somewhat suspicious. Obviously she's brought a little paranoid. What in the portfolio may charge the wrong attention, help Peter Haosen quietly beat the market. According to Morningstar data (Morningstar), over the past 10 years, her Aston/Optimum medium Stock Fund annual average return rate of close to 9%, defeated 96 per cent of the industry. The figure for the same period in the standard and poor's 500 index higher than 10 percentage points. Follow Warren Buffett, Peter bold investment of 35 to 40 company stock and holders of, investment company is less than the usual investment portfolio. Morningstar Fund analyst Catherman (DavidKathman) said that she doesn't do the obvious thing, but this is a good sign for investors. Her performance to help her manage the size of the Fund assets, from the 1999 2,000 million at present 17 billion. Investment is not the goal of the original Peter Hausen, she will be in three languages, major in a life science Zurich and in Tunisia internship over irrigation projects. On the occasion of the wedding Chicago suburb to, she found the experience simply useless, so she gained by studying a master degree in economics. There have been 16 years as a stock analyst experience, Peter Haosen final in the mid-1990s, has won the opportunity to manage funds. She specializes in market value from 10 million to $ 12 billion of medium-sized enterprises. She said these stocks "largely neglected"-low-key Ze Haosen also may say to himself. She had bought in company stock have some things in common: they specialize in one to two business and the sale of services or goods must be. She will rate or price-earnings ratio of sales and company growth, in order to determine whether a stock is worth buying. Her selection of many stocks have raised doubts, 2002 colleagues suspect she buy Reuters (Reuters)-shares of decision is correct, because after the tech bubble burst, Reuters in difficult circumstances. But Peter Reuter will turn bold and think, and stock prices are cheaper. She says, people often think that the best idea is a crazy idea. (She Reuters investment has increased three times). Peter Haosen refused to disclose their age, only said that her young than Buffett. She said that she is still on last year's economic recovery. But this year's market decline did not let her worry, in her view, on the European message just scare. When the stock market declines, she buys media giant Gannett and speech technology company NuanceCommunications and underachieving stocks. At the same time, this spring Enterprise profitability improvement and component shortages, let her feel at ease on the economy. She said that a month ago I shouldn't say that, but I do think there is its support for economic recovery. Peter Haosen select stocks Peter bold in the following approximate those she believes "overlooked" medium-sized enterprises in the selection of low-cost unit. Molex (MOLX) industrial components business, the market for smaller and more complex mobile needs. Akamai (AKAM) its technology improves network video and e-commerce. Nuance Communications (NUAN) audio recognition technology company that caters to the needs of the healthcare market, its software or even could understand Peter Haosen Germany cavity of English. BorgWarner (BWA) auto parts companies, Peter Haosen said, it has a great management team, and strong growth in overseas. (This article is the world's greatest investor "series of articles in part two, the other articles will be published this week, stay tuned. ) Dyan Machan/Reshma Kapadia (this article is translated from Smart Money)

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