Investment success doesn't come from "buying good things",
but rather from "buying things well"
(投資成功不是因為買到好東西,而是因為「買得好」。)
~by Howard Marks, The Most Important Thing: Uncommon Sense for the Thoughtful Investor
"fundhot"老哥,曾是榜首,旋為爐主,這種情況在業界還挺常見。
個人覺得最可能情況是經理人不知變通,常抱某些類股,所以風向吹到該類股,他就成了榜首,一旦風潮退去,就成了爐主。
就看老哥有多少耐心。換作是我,即便還留在帳上觀察,也會先請小三進門。