Kusimba kwakasimba kunoreva kuti hongu chaiye munyaya yeParnassus Endeavor
Ndizvo zvakaita Jerome Dodson, purezidhendi weParnassus Investments, akafunga muna 2005 apo akatanga Parnassus Endeavor Fund. Aiva nekunzwa kuti nzvimbo yakanaka yebasa yaizova bhizimisi yakanaka uye kuratidza hutano hwakanaka hwekutsvaga.
Asi akanga asina uchapupu hwokuratidza izvozvo.
Zvadaro Milton Moskowitz, munyori wegore ra2008 Fortune Magazine we "100 Best Companies Kushanda Kwazvo" akamuudza kuti Russell Group, iyo inobudisa mazita akawanda ezvinyorwa, yakaidza vazhinji ve "100 Best" kwemakore anoverengeka uye yakaona kuti kudzoka kwaiva yakakwirira kudarika S & P 500. Gare gare, Dodson anoti purofesa paYunivhesiti yePennsylvania yeWharton School akaita chidzidzo chakafanana uye akapedzisa zvakafanana.
"Izvozvo zvakandipa humwe uchapupu hwakaoma hwokuti nzvimbo yakanaka yebasa yaizopa mari yakanaka yekudzosa," anodaro Dodson.
Mukati kwemakore mana gare gare Parnassus Endeavor Fund yakanga yava huru yekuita mari, yakabva pane zvayo ne Morning Morning, ikozvino ine mari shanu-nyeredzi muchokwadi. Kudzoka pamusoro pemakore aro mana okutanga, Parnassus Endeavor yakanga yakasimudza 26.6 kubva muzana ichiisa mumutambo wekutanga wekukurira kwemahombekiti ekukurira mari. Uye mushure memakore gumi okutanga, chikamu chacho chaiva chechirongwa che US SRI mari yezvose.
Iyo stellar performance yakabatsira mari iyi kukura kubva pa $ 9 mamiriyoni ekupera kwaMarch kusvika kudarika $ 34 mamiriyoni pakupera kwaJune, ikozvino inoda madhora 1.5 Bhiriyoni muhukuru.
"Mari inodzinga basa," anodaro Dodson.
Parnassus Kuedza Chikamu inotora zvigaro makumi matatu nemakumi matatu kubva makumi mana kusvika makumi mana kubva kudivi remakambani akanyorwa paWorune magazini 100 Best Companies Kushanda Kwazvo kana kuti zvimwe zvakaratidzwa semabasa akanaka.
Inoshandisawo nzira yekuisa mari iyo Dodson anoona Graham & Dodd -style kukosha kuisa mari, kunyange zvazvo Morningstar inoratidzira mari iyi sekukura.
Dodson anofunga kuti kune zvitatu zvinokonzerwa nei nzvimbo dzakanaka dzekushanda dzinoita zvikwereti zvakanaka. Chokutanga ndechokuti kuva nebasa rakanaka rekushanda chiratidzo chekutungamirirwa.
"Vanhu vakangwara zvakakwana kuti vave nebasa rakanaka rekushanda uye kuti ivo vanofambira mberi vanozofambira mberi mune dzimwe nzvimbo dzakadai sekutengesa nemari nemabasa," anodaro. "Saka ndiyo chiratidzo chekutonga kwakanaka."
Chechipiri ingangodaro ndeyekuti makambani anobata vashandi vavo zvakanaka achava nevashandi vanoshanda zvakaoma uye vakanaka.
"Kana ndiri kushanda kwekambani iri shopu rekutuka, iro rine zvinetso zvebasa, ini handizove ndichikurudzirwa kuti ndiite basa rakanaka sezvandingadi dai ndaive kushanda kune kambani ine nzvimbo yakanaka yebasa, " anoti.
Nzira yechitatu ndeyokuti makambani anoita zvakanaka kune zvikonzero zvisingawaniki kwebasa, zvakadai sekutengesa kwakasimba kana mari yezvemari inogona kuwana mari yakawedzerwa inosanganiswa nenzvimbo yakanaka yebasa. Izvo zvinosanganisira mibairo yakakwirira, kugoverana kwebatsiro , nezvimwe zvinobatsira.
Nepo Dodson inosanganisira rondedzero ye Fortune sechikamu chemakambani ayo makuru ekufungisisa, haisi kutevera zvisiri pachena.
Dhaka rekuchengetedza dambudziko reNetApp rakarongwa nhamba yekutanga pane yekupedzisira Fortune zana yakapfuura nguva, asi yakanga isiri muParnassus Endeavor Fund nokuti yakabhadharwa $ 128 mamiriyoni nehurumende yehurumende yakapera gore rekuwedzera mari yehurumende yebazi.
Mushure mokusarudza makambani achishandisa nzvimbo yakanakisisa yekushanda, Dodson anotarisa kuti aone kana asina kutarisirwa. Kana purogiramu yemari yazvino yemari / mari yekuwana (P / E) iri pasi pemakore ayo mashanu emakore, inosvika pakuita mari yekutsvaga. Izvozvowo ndezvechokwadi kana mamwe maitiro aripo zvino owira pasi pemakore avo mashanu emuganhu.
Vanyengeri vangareva kuti makambani akabatanidzwa mu Workplace Fund ndeye makambani akashanda zvakanaka nemabasa akanaka nemari uye kuti nzvimbo yekushanda haina basa. Dodson haafungi saizvozvo.
"Tarisa paParnassus Fund yedu," anodaro. "Yakaita zvakanaka pamusoro pemakore matatu kana mana apfuura, asi kwete pamwe neKuedza.
Iko mari haisi seyakasimba pamusoro pebasa, asi inotora kune dzimwe dzose dzehupfumi. Asi iyo Endeavor Fund ichiri nani zviri nani. Ndiyo yakanakisisa yemari yedu yose. "