Wednesday, January 30, 2013

眼光誰獨到


見到奶粉搶購潮,特首話「好關注」,奈何樣樣都說「好關注」,究竟甚麼才是最「好關注」呢?為何只有高官頻呼供應足夠,卻未見任何措施,莫非像遊行人士叫口號而已?

未見出招,自然刺激大家多購幾罐。無他,BB若果沒有奶粉,生命受威脅,你話有足夠貨,奈何用家發現真的很難買奶粉,試問用家信高官,還是信自己的眼睛?見到這種場面,有點似曾相識,高官常話樓市風險高,偏偏樓價向上升,聽政府話的順民又是否有得著呢?

基金界也有銷售能手,希望有彈藥的投資者能夠多多支持,但大家當然會看看往績才肯奉上鈔票。

最近收到惠理集團(806)旗下隻惠理價值基金派成績表,仍可供認購的C單位去年回報有13.4%,繼2011年輸17.6%後不但反勝一仗,以3年計的回報更有13.2%,收復不少失地。

這隻投資包括大中華區的亞太區股票基金最有趣的地方,竟是早著先機,原來經已持有近期大熱的內房龍頭萬科,而這隻B股更佔其資產總值5.8%。該股剛話轉來香港上市,又同新世界發展(017)拍檔買港地,高調得很,難得惠理主席謝清海眼光獨到持重貨,萬科股份所佔基金比重僅次中國石油(857),而投資萬科於去年回報率竟高達65%,難怪該基金整體表現突出。

不過,惠理集團股價於去年累積上升更高達28%,那麼應幫襯買基金,還是入市買該集團股份呢?

至於由傳媒人變身做基金經理的Vincent林少陽更厲害,由他打理的VL Champion Fund每股資產淨值於去年便上升達22.43%,比研究機構Eurekahedge於本月中調查已公布表現的大中華長短倉股票基金平均回報12.74%優勝,而自09年6月成立以來,每股資產淨值也進帳32.29%,保本兼增值。

這位信奉價值投資的高手確實要有耐性方可見到收成,如於去年4月已買入中油燃氣(603),當然不負眾望,去年底股價已較買入價暴漲64%,而於去年6月已持貨的首創置業(2868)更於去年底上升70%之多,令該基金表現優於對手。

那麼Vincent隻基金又持有甚麼愛股呢?原來有新意網(8008)這隻創業板股份,還有深圳控股(604)。他又看好個別落後消費股,而房地產、天然氣也可屬於樂觀的行業。

當然,基金經理的投資策略可能改變,今日的愛股一旦反映全面價值,他們又會轉尋新目標,故大家不妨作參考,若果跟買有回報當然開心,奈何難掌握其離場時間,這亦是基金經理幫你賺錢之餘,也要收表現費的玄機了。

(1月30日刊於《am730》)

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