姓名：邁克?史尼科

職務(wù)：Wasatch Long/Short Fund基金公司經(jīng)理

????Wasatch Long/Short基金公司擁有資金8.5億美元。這幾周著實(shí)讓現(xiàn)金充裕的邁克?史尼科興奮了一把。他一般讓基金的現(xiàn)金流保持在基金總額的20%。自2006年以來(lái)，這一戰(zhàn)略讓公司保持了3%年回報(bào)率，傲視業(yè)界同行。股市暴跌之后，他運(yùn)用手頭的現(xiàn)金迅速買(mǎi)入了保險(xiǎn)公司的股票（有些公司的股價(jià)已低于賬面價(jià)值）和商業(yè)服務(wù)公司的股票。

????市場(chǎng)最近的波動(dòng)使得他有機(jī)會(huì)將基金的多頭倉(cāng)位提高了5%。但是他并不認(rèn)為從此將一帆風(fēng)順。“過(guò)去幾周，市場(chǎng)一直在受心理作用的主導(dǎo)，”他說(shuō)，“市場(chǎng)基本面仍很吸引人，但是負(fù)面心理影響將持續(xù)很長(zhǎng)一段時(shí)間?！?/p>

Name: Mike Shinnick

Title: Manager, Wasatch Long/Short Fund

????Mike Shinnick of the $850 million Wasatch Long/Short fund likes to have a load of cash for weeks like these. He typically keeps 20% of the fund's holdings in cash. It's a strategy that has produced market-beating 3% annualized returns since 2006. As markets plummeted, he used the money to snatch shares of insurance companies--some trading below book value--and business services firms.

????The market's recent swings allowed him to boost the fund's long positions by 5%. But he's not predicting smooth sailing from here. "Psychology has been driving the markets over the past week," he says. "The fundamentals are attractive but the negative psychology could persist for a long time."