2011年华尔街对冲基金红黑榜
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输家 约翰•保尔森 保尔森优势累加基金 跌幅47% 保尔森几年前由于卖空次贷支持证券而赚了几十亿美元，但今年，他旗下最大的基金却遇到了麻烦。他押注的美国经济复苏并未出现，所持花旗集团（Citigroup）、美国银行（Bank of America）和美国太阳信托银行（SunTrust Banks）等股票走势惨淡。不过，保尔森依旧乐观，他告诉投资者们股价仍然称得上便宜，而且到2012年底经济形势就会好转。 克里斯宾•奥德 Odey European Inc Euro基金 跌幅22% 它是伦敦最大的对冲基金之一，今年却遭遇有史以来最惨痛的一年。由于预期中的复苏并未出现，克里斯宾•奥德掌舵的这支基金遭到欧洲银行股重创；奥德曾与鲁伯特•默多克的大女儿结婚。 迈克尔•辛兹 CQS Directional Opportunities 跌幅20% 今夏欧洲银行业的股票和债券遭到抛售，给亿万富翁迈克尔•辛兹的这支旗舰基金造成了巨大冲击。 注：所有回报率数据均截至2011年9月30日。资料来源：咨询公司轩尼斯集团（Hennessee Group）及彭博社（Bloomberg） |
LOSERS John Paulson Paulson Advantage Plus Down 47% A few years after earning billions shorting subprime-backed securities, Paulson's largest fund is in the dumps. His bet on a U.S. recovery was off, dooming stakes in Citigroup (C), Bank of America (BAC), and SunTrust Banks (STI). Still, Paulson remains upbeat, telling investors that stocks remain cheap and that the economy will improve by the end of 2012. Crispin Odey Odey European Inc Euro Down 22% One of London's biggest hedge funds had one of its worst years on record. Led by Crispin Odey, who was once married to Rupert Murdoch's oldest daughter, the fund was burned by European banks anticipating a recovery that never came. Michael Hintze CQS Directional Opportunities Down 20% This summer's selloff in European bank stocks and bonds hammered the flagship fund at billionaire Michael Hintze's London firm. Note: All returns through 9/30/11. Sources: Hennessee Group, Bloomberg |
