Fund Manager Christopher Leavy:"We try to
focus on what differentiates stocks in the value
universe from one another.To us,future earnings
prospects most consistently and reliably do this.
Inevitably,many of the best performing stocks
in the value universe will be the ones able to
produce significant future earnings gains.
Generally,we seek to derive our results from
stock selection,avoiding major sector and factor
bets."
基金经理Christopher Leavy :「我们集中分析取决价
值型股票表现的主要因素.我们认为未来的盈利前景往
往能有效助我们辨别不同股份的价值.毫无疑问,不少
表现优秀的价值股均能在未来录得可观的盈利增长.一
般而言,我们凭藉选股,避免大举投资於某股类和行
业,以缔造优秀业绩.
最后就有factor bets,看样子是行业的意思.