对冲大佬科恩:别怕因学习“显得愚蠢”,分析师灵活很关键,太多人想证明自己最终被市场碾压

华尔街见闻
29 Nov 2024

美国传奇对冲基金大佬,Point72公司的创始人斯蒂芬・科恩日前做客公司旗下Point72学院博客节目,与投资者分享了其对投资,策略分析师如何成长等多方面的观点。 作为华尔街传奇对冲基金经理,科恩以灵活、多元化、数据驱动的混合型投资方式引领市场。在其管理SAC Capital时,年均回报率超过30%。相比之下,标普500指数的年化回报率大约为8%-10%(不考虑股息再投资)。在1992年到2012...

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