Thursday, July 12, 2007

超級芬姐跳槽

昨天跟大家講「中」字基金吃香,負責管理的基金經理就更吃香。早前為恒生(011),特別是中港類基金立下不少汗馬功勞的恒生投資管理投資總監謝禮文已請辭,到依家仲係神神秘秘,未知「情歸何處」。有指他加盟私募基金,又有人話佢準備幫富豪打工,總之版本多多。


昨天禤中怡從投資界好友口中得知,傳出霸菱香港中國基金的Lilian Co亦已請辭。去邊?聽聞是被其他基金高薪挖角,相信要待她放假半年,過過冷河後才能揭曉。Lilian在商界打滾也有10年,初期在霸菱資產管理擔任台灣市場的分析員,直至2000年才正式參與實戰,成為亞太區證券投資小組的投資經理,並由2001年起,正式出任霸菱香港中國基金的基金經理,成為「芬(fund)姐」,而請辭前則負責中港和新加坡市場。


自從由Lilian擔大旗後,所管理的霸菱香港中國基金戰績相當彪炳,早兩日基金價格更衝破美金一千元大關,即每個基金單位要約7,800港元,而基金規模亦膨脹至高達300億港元。


自本年初起至前天為止,在短短7個多月時間,該基金價格從707.29美元升至1,035.33美元,增幅46.3%,對比同期恒指及國指的14.6%和27.9%升幅,勝負已分。若果你手持此基金5年,回報是344%,每年平均增長34.8%,絕對有交代。


細看該基金於5月底的投資分布,Lilian投資所選的股票在6月都是大旺特旺,如港交所(388)、招商銀行(3968)、廣州富力地產(2777)和中國交通建設(1800)等,每隻各佔其基金比重逾4%,試問買入當炒股,回報怎會差呢?也許你會話自己買股票便可以,何需找基金代勞,還要「未見官先打五十大板」,支付各樣費用?問題在於你有冇精力及能力去打理眾多投資,就算你付出1.25%管理費及高達5%的認購費,只要投資在管理好的基金,都一樣可以賺到你笑。


不過,畢竟基金是人管理的,某程度上,倘轉換基金經理,或會對基金表現構成影響,是好是壞就要用時間觀察。不過,過往的確有基金因其基金經理辭職而引發贖回潮。


除了基金界外,證券界亦忙於挖角,因為大市暢旺,金融機構最重要就是捕捉機會,盡快增加人手,應付湧過來的生意。例如雷曼兄弟(LEHMAN BROTHERS)便從Big Sky Capital撬來Paul Schulte出任該公司首席亞洲(日本以外)股票策略師,而且更聘用多名高級分析師加入其亞洲隊伍,實行趁市旺擴張。Paul Schulte有15年研究股票經驗,之前的Big Sky Capital是一個總值3億美元的基金,他專責做投資組合經理兼新興市場研究主管。若果去《Financeasia.com》望望,轉工場面更浩翰,如巴克萊(Barclays)就從Calyon證券找來Aaron Tan 做董事總經理和香港區主管,以進一步拓展其投資銀行業務。不單是香港、甚至印度、台灣也有金融猛將轉工,真是不愁機會。本港銀行界亦相當熱鬧,禤中怡聽聞有美資大行的研究部主管亦已請辭,另謀高就。


其實,投資路上,禤中怡還是覺得有些事情是需要假手於有能者。好似最近禤中怡入股專注Pre-IPO(準備招股)公司的私募基金,確實要借助這些基金才可投資於一些Pre-IPO公司。光靠一己之力,恐怕Source deal(即尋找投資機會)都難! 任總,努力啦!


(7月12日刊於《am730》)

12 Comments:

At 3:05 AM, Anonymous Anonymous said...

Could you please give more info of Pre-IPO funds?

Many thanks

JayJay

 
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