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Vintage Names

机译:复古名称

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Ten years ago jim h.huguet sold his consulting firm, NEO, to Information Resources for $4 million. Like many entrepreneurs who have cashed out, he needed a place to park the proceeds. He liked the idea of investing in a stock index fund because it tracks the broad market for a low cost. But after doing extensive research ("I took myself on as a client," he jokes), he also found that too many S&P 500 companies are marginal performers. What to do? Start his own fund, Huguet concluded. Since inception in June 2000 Idex Great Companies of America has beaten the S&P by an annual 4.2 percentage points, returning -2.2% to the market's -6.4%. The Clearwater, Ha. fund is up 15.3% for the past 12 months. Huguet, 59, with graduate and undergraduate degrees from Louisiana State University, points out that just 5% of companies in the S&P are responsible for 55% to 60% of the returns. "The answer is not to own all 500 companies," he says. He won't own airline, automobile or metals stocks. "They're in the index solely because they represent certain sectors of the economy."
机译:十年前,吉姆·休格(Jim h.huguet)将其咨询公司NEO以400万美元的价格卖给了信息资源(Information Resources)。像许多已经兑现的企业家一样,他需要一个地方来存放收益。他喜欢投资股票指数基金的想法,因为它以低成本追踪整个市场。但是,在进行了广泛的研究之后(他开玩笑说:“我以客户身份为自己服务”),他还发现太多的标准普尔500指数公司都是边缘企业。该怎么办?休格总结说,创​​立自己的基金。自2000年6月成立以来,美国Idex伟大公司每年以4.2个百分点的速度击败标准普尔,回升-2.2%,回到市场的-6.4%。克利尔沃特,哈。基金在过去12个月中上涨了15.3%。现年59岁的休格(Huguet)拥有路易斯安那州立大学的研究生和本科学位,他指出,标准普尔公司中只有5%的公司负责55%至60%的回报。他说:“答案不是拥有全部500家公司。”他不会拥有航空,汽车或金属股票。 “它们之所以进入指数行列,仅仅是因为它们代表了经济的某些领域。”

著录项

  • 来源
    《Forbes》 |2004年第12期|p.164-165|共2页
  • 作者

    JAMES M. CLASH;

  • 作者单位
  • 收录信息 美国《科学引文索引》(SCI);
  • 原文格式 PDF
  • 正文语种 eng
  • 中图分类 世界经济问题;
  • 关键词

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