貴金屬投資技術(shù)分析英文版(2)-文庫吧
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【正文】 t Journal, February 10, 2022. Direct stock holdings Individual investors Financial institutions 1970 Individual investors Financial institutions Long Term Investing in a Short Term World 9 Investment Management Profession Business ? Deliver superior results ? Generate sales ? Long term ? Asset gathering ? Contrarian ? Return for pany, not shareholders ? Patient Source: Charles D. Ellis, “Will Business Success Spoil the Investment Management Profession?” The Journal of Portfolio Management, Spring 2022. Long Term Investing in a Short Term World 10 ? Number of funds versus relative returns (19942022) Investment Management Fi rmE qu al W ei gh t ed O ut perf orm anceN o. of Funds Fi rmE qu al W ei gh t ed O ut perf orm anceN o. of Funds Fi rmE qu al W ei gh t ed O ut perf orm anceN o. of FundsD odg e amp。 C ox 98 4 W addel l amp。 R eed 61 45 E at on V ance 49 73Fi r st E ag l e 97 5 USAA 61 31 M or g an S t anl ey A dv . 49 50C al am os 91 8 O ppenhei m er 60 48 G ol dm an S achs 49 34S o. E ast er n/ Long l eaf 90 3 M FS 59 61 T he H ar t f or d 48 33A m er i can Funds 79 26 P r udent i al 59 49 P ut nam 47 54R oy ce 79 14 N ew Y or k Li f e 58 22 John H ancock 47 35H ar r i s A ssoc i at es 77 7 U S B ancor p 57 37 D r ey f us 45 126V ang uar d 76 75 C ol um bi a M g m t . 56 72 D el aw ar e 44 56P I M C O 76 31 A l l i anceBer nst ei n 55 57 S t r ong 44 42Fr ank l i n T em pl et on 71 10 B anc O ne 54 36 T hr i v ent Fi nanci al 44 25T . R ow e P r i ce 71 72 N euber g er B er m an 54 14 T r usco 43 24Janus 70 21 Lor d A bbet t 53 27 M er r i l l Ly nch 40 58I N G 69 60 S cudder 52 65 A i m 39 62N uv een 65 26 V an K am pen 52 43 N at i ons Funds 38 42A m er i can C ent ur y 64 54 Feder at ed 52 37 A m er i can E x pr ess 37 60W M A dv i sor s 64 15 E v er g r een 51 57 B l ack R ock 36 32D av i s 62 7 C i t i g r oup 50 57 P i oneer 33 24Fi del i t y 62 207 W el l s Far g o 50 39 JP M or g an 32 38Source: Fidelity Investments. Data presented in John C. Bogle, “The Relentless Rules of Humble Arithmetic,” Financial Analyst Journal, November/December 2022. Shading highlights firms that manage fifteen or fewer funds Long Term Investing in a Short Term World 11 Investment Management ? Ownership structure versus relative returns (19942022) Fi rmE qu al W ei gh t ed O ut perf orm ance Fi rmE qu al W ei gh t ed O ut perf orm ance Fi rmE q
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