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wendysakura · 2020年09月27日

问一道题：NO.PZ2019012201000063 [ CFA III ]

  1. CFA III
  2. Equity

问题如下：

Which fund in Exhibit 1 most likely follows a bottom-up approach?

选项：

A.

Fund 1

B.

Fund 2

C.

Fund 3

解释：

Bottom-up managers evaluate the risk and return characteristics of individual securities and build portfolios based on stock-specific forecasts; Fund 3 follows this exact approach. Example views of bottom-up managers include expecting one auto company to outperform another, expecting a pharmaceutical company to outperform an auto company, and expecting a technology company to outperform a pharmaceutical company. Both bottom-up and top-down managers can be either diversified or concentrated in terms of securities.

怎么看出来fund2是style factor出发的呢 谢谢
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1 个答案

maggie_品职助教 · 2020年09月28日

嗨，从没放弃的小努力你好：


请看表格fund 2的这句话： It targets individual securities that reflect the manager's view that growth firms will outperform value firms.   

基金经理认为成长型的公司会优于价值型的公司，这是他们选择个股的依据。

  


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