• 收益上漲31.9% 最大對沖基金掌門人逆襲

    全球 > | Time Weekly - 2019-04-02 04:14:04 來源:時代周報
  • [摘要] 面對低谷,阿克曼不得不作出調整,他先是將員工裁掉了18%,目前46位員工相當于2011年潘興廣場的員工數量。同時,在2017―2018年投資的幾個項目收益也已經大致平穩。

    BIER?AKEMAN

    時代周報記者 王心昊

    2014年以32.8%的年收益率榮登全球百家大型對沖基金年度排行榜榜首時,比爾?阿克曼(Bill Ackman)和他的潘興廣場資本(Pershing Square Capital)或許做夢也不會想到,自己的人生會經歷從云端跌落然后又逆襲。

    3YUE25RI,AKEMANZAIYIFENGGONGKAIXINZHONGXIEDAO,ZI2019NIAN1YUE1RIYILAI,PANXINGGUANGCHANGZIBENSHOUYIYISHANGZHANGLE31.9% 。GONGSICONG2015NIANKAISHISHIZHIDAFUSUOSHUIZHIHOU,AKEMANZHONGYUYINGLAIFANSHENDEGUANJIANSHIKE。

    AKEMANZAIGONGKAIXINZHONGJIANGYEJIDEGAISHANGUIGONGYUGUOQU18GEYUESUOSHISHIDEGEXIANGJUCUO。TAXIANSHIJIANGYUANGONGCAIDIAO18%,HOUYOUXUANBUXUEJIAN1.5%DENIANDUGUANLIFEI,BINGQIEHUANZHONGXINZHILIYUYANJIUTOUZILINIAN,ERBUZAIZHISHIQUSHIJIEGEDIBAIFANGKEHU。

    四肖期期中准天天中码JINGLILE10NIANQIANDEJINRONGHAIXIAO、GAOSUZENGCHANGQI、YIJIJINWUNIANLAIDE“ZHIANSHIKE”,RUJINDEAKEMANDUITASUOZHANGDUODEPANXINGGUANGCHANGZIBENYOUZHUGENGJIASHENKEDERENSHI:“ZUOWEIYIGEYONGYOUCHENGGONGNIUKUIWEIYINGJILUDEDAXINGTOUZIGONGSI,PANXINGGUANGCHANGZIBENNENGGOUWEIGUANLICENGTIGONGCHENGGONGSUOXUDEPAODAOHEBIYAODECHANGQIZHICHI。”

    激進投資者

    四肖期期中准天天中码1966NIAN5YUE,AKEMANCHUSHENGYUNIUYUEZHOUDEYIGEFUYUJIATING,TADEFUQINSHINIUYUEFANGDICHANRONGZIGONGSIAckman-Ziff Real Estate GroupDEZHUXI。1988NIAN,AKEMANHUODEHAFODAXUEYISHUXUEXUESHIXUEWEI,DANTABUMANZUYUCI,1992NIANYOUHUODEHAFOSHANGXUEYUANMBAXUEWEI。

    1992NIAN,AKEMANYULINGYIMINGHAFOBIYESHENGCHUANGLIGETAN(Gotham Partners),DUISHANGSHIGONGSIJINXINGXIAOETOUZI。1995NIAN,YUBAOXIANHEFANGDICHANGONGSILAIKADIYAQUANGUOKONGGUHEZUO,TOUBIAOSHOUGOULUOKEFEILEZHONGXIN,JINGUANZHEZHUANGJIAOYIZUIZHONGWEINENGCHENGGONG,DANQUELINGAKEMANSHENGMINGQUEQI。2002NIAN,YOUYUJUANRUDUOQIFALVSUSONG,AKEMANZUIZHONGGUANBILEGETAN。? ??

    四肖期期中准天天中码2004NIAN,AKEMANCHUANGLILEPANXINGGUANGCHANGZIBENGUANLIGONGSI。ZAIJIEXIPANNI(JC Penney)、KANGBAOLAI(Herbalife)HEAILIGEN(Allergan)DENGJIJIAGONGSIDETOUZIANLISHANG,PANXINGGUANGCHANGYUQITAJIJINDAEDEDUOKONGBOSHAYELINGAKEMANCHONGMANZHENGYI。

    2008NIANJINRONGWEIJIQIJIAN,AKEMANYONGMEIGU0.35MEIYUANDEJIAGESHOUGOULEBINLINPOCHANDETONGYONGZENGCHANGWUYEGONGSI,DAO2013NIANTUICHUSHI,ZHEBITOUZIWEITAZAOJIULEJIANGJIN100BEIDESHOUYI,ZHEYEBEIWAIJIERENWEISHIQIZUICHENGGONGDETOUZIZHIYI。

    四肖期期中准天天中码DAOLE2014NIAN,PANXINGGUANGCHANGGENGSHIYI40%DESHOUYIYEJI,RONGDENG2014NIANQUANQIUBAIJIADAXINGDUICHONGJIJINNIANDUPAIXINGBANGBANGSHOU,AKEMANZIRANYECHENGWEILEZUIZHIMINGDEDUICHONGJIJINHUOYUEGUANLIRENZHIYI。SHISHISHANG,PANXINGGUANGCHANGLIANXU11NIANNIANJUNJINGHUIBAODA21%,ERTONGQIBIAOPU500HUIBAOLVJINWEI5.76%。2015NIAN,PANXINGGUANGCHANGDEGUIMODADAOLE200YIMEIYUANDEDINGFENG。

    四肖期期中准天天中码ZAIPANXINGGUANGCHANGZIBENDEGAOGUANGSHIKE,AKEMANZAIQICHUANJI《XINXINYOUXI》ZHONGJIANGSHULEZIJITOUZIMEIGUOZHAIQUANBAOXIANSHANGMBIADEGUSHI。TAZAISHUZHONGXIEDAO:“WOCONGBUXIANGXINRENHEDISANFANGDEYANJIU,JIANCHIZUOZIJIDEYANJIU。”AKEMANBIAOSHI,2008NIANJINRONGHAIXIAODEZHONGYAOYUANYINZAIYUJUEDABUFENZHAIQUANTOUZIZHEYILAIYUPINGJIJIGOU,ZAI2007NIANMBIADEWEIJILI,AKEMANZAIYANJIUGUOCHENGZHONGYUEDUBINGPIZHULE14WANYEDEZILIAO,TAZICHENGSHIQUANMEIGUODUIMBIAZUOLEZUIDUOYANJIUDEREN。

    長短期投資失利

    四肖期期中准天天中码ZIXINDEAKEMANMEIYOUXIANGDAO,ZAIDADAODINGFENGZHIHOU,“SHENGJIERSHUAI”JINGRANHUILAIDERUCIZHIKUAI。

    RANGAKEMANZAIDAODESHIKANGBAOLAI。ZAOZAI2012NIAN,AKEMANJIUSHIZUOKONGKANGBAOLAIJIAOYIDEYINGJIA。DANGSHITAYONGLESANGEBANXIAOSHIDESHIJIANGONGKAICHENSHUQIZUOKONGKANGBAOLAIDEXIANGFA,YINFAKANGBAOLAIGUPIAOKONGHUANGXINGDADIE。BUJINRUCI,TAHUANHEKANGBAOLAIZUIDAGUDONGKAER·YIKANBAOFAJILIEDEKOUSHUIZHAN。

    RANER,ZAINEIZHIHOUDESHUNIANNEI,KANGBAOLAIGUJIABUDANWEIDIE,HUANZIAKEMANSHOUCIGONGKAIZUOKONGKANGBAOLAIZHIHOULEIJIDAZHANG95%,ZHEZHIJIETUOLEIJIJINYEJI。

    2015NIANBIAOPU500XIADIE0.73%,JIJINXIADIE20%。TOUZIZHEBUDUANCHECHUPANXINGZIBEN,DAOZHIGAIGONGSIZICHANGUANLIGUIMOBUDUANXIAHUA。2015NIANPANXINGGUANGCHANGZICHANGUANLIGUIMOSUOSHUI20.5%,2016NIANSUOSHUI13.5%。

    四肖期期中准天天中码CHULEKANGBAOLAI,AKEMANHUANDIAOJINLELINGYIGEDAKENGLI:SHOUGOUROUDUGANJUNJIQITAKANGZHOUYAOWUSHENGCHANSHANGAILIGEN。

    2014NIAN,PANXINGGUANGCHANGLIANSHOULIANHEZIJICHIGUDEJIANADAZHIYAOGONGSIWEILANG(Valeant)XIANGROUDUGANJUNJIQITAKANGZHOUYAOWUSHENGCHANSHANGAILIGEN(Allergan)FACHULEGUIMOWEI460YIMEIYUANSHOUGOUYAOYUE,SUIHOUBUDUANJIAMAZHI530YIMEIYUAN,BUGUOZHEXIEYAOYUEBEISHIWEIEYISHOUGOU,BEIAILIGENJUJUE。ZUIZHONG,2015NIAN6YUE,“BAIYIQISHI”ATEWEISIZHIYAOGONGSIYIGAOCHUPANXINGGUANGCHANGJINBAIYIMEIYUANDEJIAGE,CHENGGONGSHOUGOULEAILIGEN。

    LIANGDACHANGDUANQIYANZHONGTOUZISHIWU,JIHURANGPANXINGGUANGCHANGYIDUDANCHUTOUZIZHEDESHIXIAN。

    2016NIAN,AKEMANDEEYUNHUANZAICHIXU:MEIGUODAXUANYUYINGGUOTUOOUDENGHEITIANEBUQIERZHI,PANXINGGUANGCHANGZIBENZICHANGUIMOXIAJIANG13.5%ZHILISHIXINDI;YUZIJIJIEHUN25NIANDEQIZILIHUNBINGFULEJUELIHUNFEIYONG。

    押上豪宅

    四肖期期中准天天中码MIANDUIDIGU,AKEMANBUDEBUZUOCHUDIAOZHENG,TAXIANSHIJIANGYUANGONGCAIDIAOLE18%,MUQIAN46WEIYUANGONGXIANGDANGYU2011NIANPANXINGGUANGCHANGDEYUANGONGSHULIANG。TONGSHI,ZAI2017―2018NIANTOUZIDEJIGEXIANGMUSHOUYIYEYIJINGDAZHIPINGWEN。

    DUIYUCENGRANGZIJIZAIDAODEDAKENG,AKEMANYEXUANZEFANGXIAZHINIAN:2018NIAN,TAXUANBUTUICHUKANGBAOLAIDEDUOKONGDAZHAN。

    四肖期期中准天天中码ZAINEIZHIHOU,WEIAKEMANNIXIZUOCHUZHONGYAOGONGXIANDE,SHITAZAI2016NIANTOUZIDEMOXIGEJUANBINGLIANSUODIANChipotle。ZI2018NIANKAISHI,AKEMANPINYONGBULAIEN?NIKEER(Brian Niccol)DANRENChipotleSHOUXIZHIXINGGUAN,BINGBANGZHUGONGSIJIEJUEZHIQIANDESHIPINANQUANWENTI。JIEZHIJINNIAN3YUE28RI,ChipotleGUJIASHANGZHANG,WEIAKEMANHUODELE70%DESHOUYILV。

    LINGYIGEPIAOLIANGDEFANSHENZHANGSHIADP(ZIDONGSHUJUCHULIQI)。2017NIAN,AKEMANYIPINGJUNMAIRUJIAYUE105MEIYUAN/GUZAIGAOWEIJIEPAN。2019NIANYILAI,ADPGUJIAYIJINGTUPOLISHIGAODIANZHI158MEIYUAN/GU,AKEMANFUYING50%。

    四肖期期中准天天中码CONG“DIELUOYUNDUAN”DAO“MANXUEFUHUO”,AKEMANZHONGYUSHIXIANLE“NIXI”。DANGRAN,ZUOWEIFEICHENGZUIDAHAOHUAGONGYUDASHALIDUNHAOSIDASHA(Rittenhouse Hill)DEGERENDAGUDONG,TOUZISHIYIDEAKEMANWANQUANKEYIDANGGEYISHIWUYOUDEBAOZUGONG。DANAKEMANQUEXUANZEJIANGTASUOYONGYOUDE625GEDANWEIZUOWEIZICHANLAIHUIGOUPANXINGGUANGCHANGZIBENDEGUPIAO,YISUOXIAOGUPIAOSHICHANGJIAHEJIJINJINGZICHANJIAZHIJIANDECHAJU,ZHONGYUZHONGXIANHUIHUANG。

四肖期期中准天天中码 WORENWEIPO“7”WUSUOWEI,YINGGAIYONGBIJIAOZIRAN、FANGSONGDEXINLIKANDAIHUILVBIANDONG。RUGUOZHENDEYAOTANSHUJU,QISHICONGJIAODIDEWEIZHIWANGSHANGSHENGDEKONGJIANFANERGENGDA。CONG7.2SHENGHUIDAO6.8,BICONG7SHENGHUILAIGENGHAO。

SHUJUXIANSHI,4YUEFEN,HANGZHOUSHIQUSHANGPINFANGGONGCHENGJIAO12057TAO,HUANBISHANGYUESHANGZHANG32.1%;SUZHOUSHIQUSHANGPINZHUZHAICHENGJIAOMIANJIWEI105WANPINGFANGMI,HUANBISHANGYUESHANGZHANG58%;CHANGZHOUSHIQUSHANGPINZHUZHAICHENGJIAO50WANPINGFANGMI,HUANBISHANGYUESHANGZHANG39%。

SHANGRENHOU,LIQIANGLIZHUAXINGZHENGSHENPIZHIDUGAIGE,XIWANGTONGGUOZHIDINGQUANLIQINGDAN,JIEJUEZHENGFUGUANDEGUODUODEWENTI。SHIBAJIESANZHONGQUANHUIJUEDINGTUIXINGDIFANGZHENGFUJIBUMENQUANLIQINGDANZHIDU,RANGZHEJIANGDEZHEXIANGGONGZUOZHENGSHITISHANGRICHENG。

ZHIBANMOYUDESHIHOUFAXIAN,QINGHUADAXUEYOUSHANGLERESOUTOUTIAO,ZHECIBUSHIYINWEIXUEBAMEN,ERSHIYINWEIGUMUQUN!HUABUDUOSHUO,YOUTUYOUZHENXIANG。

四肖期期中准天天中码 5YUEXIAXUN,JIAOYINSHILUODEANXIANGWENJIANYANGLAOMUBIAOYINIANCHIYOUQIHUNHEFOF(Fund of Fund,JIJIJINYIQITAJIJINWEITOUZIBIAODE)SHOUFAGUIMOYIJUTUPO20YIYUANDAGUAN。

WEILETIGAOTONGXINGXIAOLV,JINNIANNIANDIQIAN,HENGGENZAIZHONGGUOGAOSUGONGLUSHANGDE200DUOGESHENGJIESHOUFEIZHANJIANGZHENGSHITUICHU,QUERDAIZHIDESHIGAOSUGONGLUDIANZIBUTINGCHESHOUFEI(ETC)JISHU,CHELIANGZAISHENGJIEKEZHIJIETONGXING。

?
  • 合作媒體

  • 聯系我們

    總部地址:廣州市珠江新城華利路19號遠洋明珠大廈4樓
    電話:020-37591496  傳真:020-37591459
    深圳運營中心 :深圳市福田區車公廟都市陽光名苑2座27E
    電話:0755-22917661   傳真:0755-22917661
    北京事業部 :北京市東城區廣渠家園4號樓1305-1309室
    電話:010—87733942   傳真:010—87733942
    上海事業部 :上海市天鑰橋路438號申峰大廈802室
    電話:021-54258107   傳真:021-54258107-811
本站所刊登的時代在線及時代在線各種新聞﹑信息和各種專題專欄資料,均為時代在線版權所有,未經協議授權禁止下載使用。
報料、投訴 sdzb@mahogkft.com ? 廣東時代傳媒有限公司 版權所有