{"id":41182,"date":"2025-11-14T16:19:12","date_gmt":"2025-11-14T08:19:12","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=41182"},"modified":"2025-11-14T16:19:12","modified_gmt":"2025-11-14T08:19:12","slug":"%e3%80%90%e4%b8%ad%e6%80%a7%e3%80%91bloomberg%e6%82%89%e5%b0%bcsohn%e5%a4%a7%e4%bc%9a%ef%bc%9a%e6%8a%95%e8%b5%84%e5%a4%a7%e5%92%96%e6%b4%9e%e6%82%89%e5%b8%82%e5%9c%ba","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=41182","title":{"rendered":"\u3010\u4e2d\u6027\u3011[bloomberg]\u6089\u5c3cSohn\u5927\u4f1a\uff1a\u6295\u8d44\u5927\u5496\u6d1e\u6089\u5e02\u573a"},"content":{"rendered":"<p>\u5728\u6089\u5c3c\u4e3e\u884c\u7684\u5e74\u5ea6Sohn\u6fb3\u5927\u5229\u4e9a\u5927\u4f1a\u4e0a\uff0c\u9876\u5c16\u6295\u8d44\u8005\u5206\u4eab\u4e86\u4ed6\u4eec\u5bf9\u5e02\u573a\u7684\u771f\u77e5\u707c\u89c1\u3002<\/p>\n<p>Third Point LLC\u7684\u8868\u793a\uff0c\u4ed6\u5bf9\u7f8e\u56fd\u5e02\u573a\u7684\u524d\u666f\u4ecd\u7136\u5145\u6ee1\u4fe1\u5fc3\uff0c\u5e76\u4e0d\u62c5\u5fc3\u7f8e\u8054\u50a8\u7684\u5229\u7387\u8def\u5f84\u3002\u636e\u300a\u6fb3\u5927\u5229\u4e9a\u91d1\u878d\u8bc4\u8bba\u300b\u62a5\u9053\uff0cLoeb\u5728\u4f1a\u4e0a\u8868\u793a\uff1a\u201c\u6211\u603b\u4f53\u4e0a\u662f\u4e50\u89c2\u7684\u3002\u8fd9\u5e76\u4e0d\u610f\u5473\u7740\u6211\u4eec\u4e0d\u4f1a\u9047\u5230\u4e00\u4e9b\u7cdf\u7cd5\u7684\u65e5\u5b50\u548c\u51e0\u5468\uff0c\u4f46\u8fd9\u6b63\u662f\u5e02\u573a\u7684\u9b45\u529b\u6240\u5728\uff0c\u6211\u5bf9\u6b64\u6301\u5efa\u8bbe\u6027\u6001\u5ea6\u3002\u201d<\/p>\n<p>Deltroit\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u4e3b\u5e2d\u8868\u793a\uff0c2027\u5e74\u81f32028\u5e74\u671f\u95f4\u53ef\u80fd\u6210\u4e3a\u6f5c\u5728\u7684\u5730\u7f18\u653f\u6cbb\u7206\u53d1\u70b9\uff0c\u56e0\u4e3a\u7f8e\u56fd\u5bf9\u4e2d\u56fd\u7a00\u571f\u7684\u4f9d\u8d56\u7a0b\u5ea6\u964d\u4f4e\uff0c\u4e14\u4e24\u56fd\u90fd\u5c06\u4e3e\u884c\u603b\u7edf\u9009\u4e3e\u3002\u4e0d\u8fc7\uff0c\u4ed6\u8ba4\u4e3a\u4e24\u56fd\u4e4b\u95f4\u6301\u7eed\u7684\u51b2\u7a81\u201c\u4ecd\u7136\u4e0d\u592a\u53ef\u80fd\u201d\u3002<\/p>\n<p>\u7b2c\u4e5d\u5c4aSohn\u6fb3\u5927\u5229\u4e9a\u5927\u4f1a\u6c47\u96c6\u4e86\u5168\u7403\u9886\u5148\u7684\u6295\u8d44\u8005\u3002\u6f14\u8bb2\u8005\u670910\u5206\u949f\u7684\u65f6\u95f4\u5411\u57fa\u91d1\u7ecf\u7406\u548c\u5e02\u573a\u53c2\u4e0e\u8005\u5c55\u793a\u4ed6\u4eec\u7684\u6295\u8d44\u9009\u62e9\u3002\u4eca\u5e74\u7684\u4f1a\u8bae\u4e0a\uff0c\u57fa\u91d1\u7ecf\u7406\u63a8\u8350\u4e86\u5728\u9999\u6e2f\u4e0a\u5e02\u7684\u548c\u603b\u90e8\u4f4d\u4e8e\u5370\u7b2c\u5b89\u7eb3\u5dde\u7684\uff0c\u8ba4\u4e3a\u5b83\u4eec\u5728\u7f8e\u56fd\u603b\u7edf\u5510\u7eb3\u5fb7\u00b7\u7279\u6717\u666e\u63a8\u52a8\u56fd\u5185\u5236\u9020\u4e1a\u7684\u80cc\u666f\u4e0b\u5177\u6709\u589e\u957f\u6f5c\u529b\u3002\u300a\u6fb3\u5927\u5229\u4e9a\u4eba\u62a5\u300b\u62a5\u9053\u79f0\uff0c\u9ec4\u91d1\u4e5f\u56e0\u5176\u5728\u5168\u7403\u7ecf\u6d4e\u4e0d\u786e\u5b9a\u6027\u65f6\u671f\u7684\u907f\u9669\u5438\u5f15\u529b\u800c\u53d7\u5230\u9752\u7750\u3002<\/p>\n<p>\u4ee5\u4e0b\u662f\u6295\u8d44\u8005\u63a8\u8350\u7684\u80a1\u7968\uff1a<\/p>\n<p>Stillpoint Investments\u9996\u5e2d\u6295\u8d44\u5b98\u8868\u793a\uff0c\u68ee\u677e\u56fd\u9645\u6709\u671b\u4ece\u7279\u6717\u666e\u7684\u672c\u5730\u5236\u9020\u4e1a\u653f\u7b56\u4e2d\u53d7\u76ca\u3002\u636e\u300a\u6fb3\u5927\u5229\u4e9a\u4eba\u62a5\u300b\u62a5\u9053\uff0c\u8fd9\u5bb6\u8bbe\u5907\u5236\u9020\u5546\u4e3a\u533b\u836f\u3001\u7535\u52a8\u6c7d\u8f66\u548c\u5176\u4ed6\u4ea7\u54c1\u201c\u9500\u552e\u6210\u5957\u5de5\u5382\u201d\u3002\u8be5\u80a1\u5468\u4e94\u4e0a\u6da8\u9ad8\u8fbe5.4%\u3002<\/p>\n<p>\u82f1\u56fdLife Cycle\u7684\u9ad8\u7ea7\u6295\u8d44\u7ec4\u5408\u7ecf\u7406\u9009\u62e9\u4e86\u94a2\u94c1\u52a8\u529b\u3002Rutter\u62bc\u6ce8\uff0c\u5728\u591a\u5e74\u7684\u4f9b\u5e94\u8fc7\u5269\u4e4b\u540e\uff0c\u94a2\u94c1\u4ef7\u683c\u7684\u56de\u5347\u5c06\u4e3a\u8be5\u80a1\u5e26\u6765\u987a\u98ce\u3002\u300a\u6fb3\u5927\u5229\u4e9a\u91d1\u878d\u8bc4\u8bba\u300b\u62a5\u9053\u79f0\uff0c\u4ed6\u6307\u51fa\uff0c\u8be5\u516c\u53f8\u8dd1\u8d62\u4e86\u5168\u7403\u94a2\u94c1\u80a1\uff0c\u5e76\u8ba4\u4e3a\u5176\u65b0\u5de5\u5382\u7684\u62d0\u70b9\u4ee5\u53ca\u5411\u94dd\u4e1a\u7684\u6269\u5f20\u662f\u4e3b\u8981\u7684\u50ac\u5316\u5242\u3002\u8fd9\u5bb6\u94a2\u94c1\u751f\u4ea7\u5546\u4eca\u5e74\u4e0a\u6da8\u4e8636%\u3002<\/p>\n<p>Munro Partners\u7684\u6295\u8d44\u7ec4\u5408\u7ecf\u7406\u79f0\u8d5e\u4e86\uff0c\u4e16\u754c\u6454\u89d2\u5a31\u4e50\u516c\u53f8\u548c\u7ec8\u6781\u683c\u6597\u9526\u6807\u8d5b\u7684\u6bcd\u516c\u53f8\u3002\u636e\u300a\u6fb3\u5927\u5229\u4e9a\u91d1\u878d\u8bc4\u8bba\u300b\u62a5\u9053\uff0c\u8be5\u80a1\u4eca\u5e74\u8fc4\u4eca\u5df2\u4e0a\u6da829%\u3002\u8be5\u516c\u53f8\u201c\u5c1a\u672a\u88ab\u53d1\u73b0\u201d\uff0c\u662f\u5bf9UFC\u9996\u5e2d\u6267\u884c\u5b98\u548c\u8d85\u7ea7\u7ecf\u7eaa\u4eba\u7684\u62bc\u6ce8\u3002\u300a\u6fb3\u5927\u5229\u4e9a\u91d1\u878d\u8bc4\u8bba\u300b\u63f4\u5f15\u5979\u7684\u8bdd\u8bf4\uff1a\u201c\u5c1a\u672a\u88ab\u53d1\u73b0\u7684\u597d\u5904\u662f\u5b83\u4ecd\u7136\u5f88\u4fbf\u5b9c\u3002\u201d<\/p>\n<p>\u7b2c\u4e00\u9e70\u6295\u8d44\u7ec4\u5408\u7ecf\u7406\u5efa\u8bae\u6295\u8d44\u6240\u6709\u4e0e\u9ec4\u91d1\u76f8\u5173\u7684\u4e1c\u897f\u2014\u2014\u91d1\u5c5e\u672c\u8eab\u53ca\u5176\u751f\u4ea7\u5546\u7684\u80a1\u7968\u3002\u7531\u4e8e\u5bf9\u5173\u7a0e\u548c\u7f8e\u56fd\u7ecf\u6d4e\u7684\u62c5\u5fe7\u52a0\u5267\u4e86\u907f\u9669\u8d44\u4ea7\u7684\u6d8c\u5165\uff0c\u91d1\u4ef7\u4eca\u5e74\u521b\u4e0b\u4e86\u7eaa\u5f55\u3002\u300a\u6fb3\u5927\u5229\u4e9a\u91d1\u878d\u8bc4\u8bba\u300b\u63f4\u5f15\u4ed6\u7684\u8bdd\u8bf4\uff1a\u201c\u89c2\u5bdf\u5230\u540c\u65f6\u6301\u6709\u9ec4\u91d1\u548c\u80a1\u7968\uff0c\u53ef\u4ee5\u770b\u5230\u4e24\u8005\u7684\u51e0\u4f55\u5e73\u5747\u503c\u6bd4\u5355\u72ec\u6301\u6709\u4efb\u4f55\u4e00\u4e2a\u90fd\u66f4\u52a0\u7a33\u5b9a\u3002\u201d\u636e\u300a\u6fb3\u5927\u5229\u4e9a\u91d1\u878d\u8bc4\u8bba\u300b\u62a5\u9053\uff0cMcLennan\u7684\u57fa\u91d1\u7ea6\u670915%\u6295\u8d44\u4e8e\u9ec4\u91d1\u548c\u9ec4\u91d1\u77ff\u4e1a\u516c\u53f8\u3002<\/p>\n<p>Square Peg\u7684\u63a8\u8350\u4e86\uff0c\u79f0\u5e02\u573a\u5bf9\u8fd9\u5bb6\u8f6f\u4ef6\u516c\u53f8\u7684\u4f30\u503c\u8fc7\u4e8e\u4fdd\u5b88\uff0c\u4e14\u7c7b\u4f3c\u516c\u53f8\u7684\u4ea4\u6613\u500d\u6570\u8981\u9ad8\u5f97\u591a\u3002\u300a\u6fb3\u5927\u5229\u4e9a\u91d1\u878d\u8bc4\u8bba\u300b\u62a5\u9053\u79f0\uff0c\u8be5\u80a1\u4eca\u5e74\u4e0b\u8dcc\u4e8632%\u3002<\/p>\n<p>Ampfield Management\u7684\u9009\u62e9\u4e86\u82ac\u5170\u96f6\u552e\u8fde\u9501\u5e97\u3002\u636e\u300a\u6fb3\u5927\u5229\u4e9a\u91d1\u878d\u8bc4\u8bba\u300b\u62a5\u9053\uff0c\u4ed6\u8868\u793a\uff0c\u5373\u4f7f\u8be5\u516c\u53f8\u9500\u552e\u4f4e\u4ef7\u503c\u4ea7\u54c1\uff0c\u4f46\u5176\u9500\u552e\u989d\u9ad8\u3001\u6210\u672c\u63a7\u5236\u4e25\u683c\u4e14\u8d44\u672c\u6548\u7387\u9ad8\u3002<\/p>\n<p>JO Hambro Capital Management\u7684\u63a8\u8350\u4e86\uff0c\u8be5\u516c\u53f8\u8fd0\u8425\u7740\u4fdd\u9669\u5e02\u573aPolicybazaar\u548c\u4fe1\u8d37\u63d0\u4f9b\u5546Paisabazaar\u3002\u300a\u6fb3\u5927\u5229\u4e9a\u91d1\u878d\u8bc4\u8bba\u300b\u63f4\u5f15Mehta\u7684\u8bdd\u8bf4\uff1a\u201c\u5b83\u5b9e\u9645\u4e0a\u662f\u5370\u5ea6\u4fdd\u9669\u4ee3\u7406\u9886\u57df\u7684\u5784\u65ad\u8005\u3002\u53e6\u4e00\u65b9\u9762\uff0c\u4ed6\u4eec\u4e5f\u5728\u5efa\u7acb\u4e00\u4e2a\u50a8\u84c4\u548c\u8d22\u5bcc\u7ba1\u7406\u5e02\u573a\u3002\u201d<\/p>\n<p>\u4ed6\u63a8\u8350\u4e86\uff0c\u4eca\u5e74\u5df2\u4e0a\u6da865%\u3002<\/p>\n<p>Loeb\u5c06\u6f14\u5531\u4f1a\u5de8\u5934\u547d\u540d\u4e3a\u4ed6\u7684\u8d4c\u6ce8\uff0c\u79f0\u201c\u4eba\u4eec\u60f3\u8981\u4f53\u9a8c\u201d\u3002\u636e\u300a\u6fb3\u5927\u5229\u4e9a\u4eba\u62a5\u300b\u62a5\u9053\uff0c\u4ed6\u8fd8\u770b\u597d\u65e5\u672c\u6cf5\u8bbe\u5907\u5236\u9020\u5546\uff0c\u5e76\u6307\u51fa\u4e0e\u540c\u884c\u76f8\u6bd4\uff0c\u8be5\u516c\u53f8\u7684\u4ef7\u683c\u5e76\u4e0d\u6602\u8d35\u3002Ebara\u4eca\u5e74\u4e0a\u6da8\u4e8660%\uff0c\u5c3d\u7ba1\u5176\u80a1\u4ef7\u5728\u5468\u4e94\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u4f4e\u4e8e\u9884\u671f\u540e\u627f\u538b\u3002Live Nation\u57282025\u5e74\u4e0a\u6da8\u4e865.7%\u3002<\/p>\n<p>\u6089\u5c3cAntipodes Partners\u7684\u518d\u6b21\u6210\u4e3a\u6f14\u8bb2\u8005\uff0c\u8fd9\u6b21\u5979\u652f\u6301\uff0c\u8ba4\u4e3a\u5b83\u662f\u5373\u5c06\u5230\u6765\u7684\u5a74\u513f\u6f6e\u4e00\u4ee3\u8fdb\u516580\u5c81\u201c\u94f6\u8272\u6d6a\u6f6e\u201d\u7684\u5173\u952e\u53d7\u76ca\u8005\u3002\u300a\u6fb3\u5927\u5229\u4e9a\u91d1\u878d\u8bc4\u8bba\u300b\u62a5\u9053\u79f0\uff0c\u59792024\u5e74\u7684\u80a1\u7968\u9009\u62e9\u4eca\u5e74\u5df2\u4ea7\u751f37%\u7684\u56de\u62a5\u3002<\/p>\n<p>Marathon Resource Advisors\u7684\u6311\u9009\u4e86\uff0c\u524d\u8eab\u4e3a\u65af\u4f26\u8d1d\u8c22\u3002\u636e\u300a\u6fb3\u5927\u5229\u4e9a\u4eba\u62a5\u300b\u62a5\u9053\uff0c\u8fd9\u5bb6\u7f8e\u56fd\u6cb9\u7530\u670d\u52a1\u516c\u53f8\u5df2\u4e3a\u4eba\u5de5\u667a\u80fd\u9769\u547d\u505a\u597d\u4e86\u5145\u5206\u51c6\u5907\u3002\u300a\u6fb3\u5927\u5229\u4e9a\u4eba\u62a5\u300b\u63f4\u5f15\u4ed6\u7684\u8bdd\u8bf4\uff1a\u201c\u8fd9\u662f\u4e00\u5bb6\u62e5\u6709100\u5e74\u5386\u53f2\u7684\u6cb9\u7530\u6280\u672f\u516c\u53f8\uff0c\u6709\u6548\u5730\u5728\u4f20\u7edf\u548c\u65b0\u80fd\u6e90\u7684\u6574\u4e2a\u9886\u57df\u63d0\u4f9b\u590d\u6742\u7684\u589e\u503c\u89e3\u51b3\u65b9\u6848\u3002\u201d\u8be5\u80a1\u4eca\u5e74\u4e0b\u8dcc\u4e865.3%\u3002<\/p>\n<p>\u6700\u540e\uff0cAdvent Global Opportunities\u7684\u9009\u62e9\u4e86\u5fb7\u56fd\u6c34\u6ce5\u5236\u9020\u5546\u3002\u636e\u300a\u6fb3\u5927\u5229\u4e9a\u91d1\u878d\u8bc4\u8bba\u300b\u62a5\u9053\uff0c\u4ed6\u8bf4\uff0c\u8be5\u56fd\u7684\u6c34\u6ce5\u5e02\u573a\u201c\u5c06\u4ece\u6bcf\u5e74\u7ea6600\u4ebf\u6b27\u5143\u589e\u957f\u5230\u7ea6900\u4ebf\u6b27\u5143\u201d\u3002\u5176\u80a1\u4ef7\u57282025\u5e74\u4e0a\u6da8\u4e8679%\u3002 <\/p>\n<hr>\n<p><b>\u5206\u6790\u5927\u6a21\u578b\uff1a<\/b>gemma2<br \/><b>\u5f97\u5206\uff1a<\/b>0<br \/><b>\u539f\u56e0\uff1a<\/b><\/p>\n<pre style=\"white-space: pre-wrap;font-size: inherit;\">\u4f5c\u8005\u53ea\u662f\u5728\u9648\u8ff0\u65b0\u95fb\uff0c\u5982\u4f55\u62a5\u9053\u5185\u5bb9\u548c\u4e2d\u56fd\u6ca1\u6709\u5173\u7cfb\u3002<\/pre>\n<hr>\n<p><b>\u539f\u6587\u5730\u5740\uff1a<\/b><a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2025-11-13\/morimatsu-intl-steel-dynamics-among-top-picks-at-sohn-australia\" target=\"_blank\">Leading Investors Share Market Insights at Sydney&apos;s Sohn Conference<\/a><br \/> <b>\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2025-11-14<\/p>\n<div style=\"margin: 20px 0;\"><div class=\"qrcswholewtapper\" style=\"text-align:left;\"><div class=\"qrcprowrapper\"  id=\"qrcwraa2leds\"><div class=\"qrc_canvass\" id=\"qrc_cuttenpages_2\" style=\"display:inline-block\" data-text=\"https:\/\/news.tomjun.com\/?p=41182\"><\/div><div><a download=\"\u3010\u4e2d\u6027\u3011[bloomberg]\u6089\u5c3cSohn\u5927\u4f1a\uff1a\u6295\u8d44\u5927\u5496\u6d1e\u6089\u5e02\u573a.png\" class=\"qrcdownloads\" id=\"worign\">\r\n           <button type=\"button\" style=\"min-width:200px;background:#44d813;color:#000;font-weight: 600;border: 1px solid #44d813;border-radius:20px;font-size:12px;padding: 6px 0;\" class=\"uqr_code_btn\">\u6587\u7ae0\u4e8c\u7ef4\u7801<\/button>\r\n           <\/a><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>\u5728\u6089\u5c3c\u4e3e\u884c\u7684\u5e74\u5ea6Sohn\u6fb3\u5927\u5229\u4e9a\u5927\u4f1a\u4e0a\uff0c\u9876\u5c16\u6295\u8d44\u8005\u5206\u4eab\u4e86\u4ed6\u4eec\u5bf9\u5e02\u573a\u7684\u771f\u77e5\u707c\u89c1\u3002 Third Point LLC [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[79],"tags":[578,1677,243,303,320],"class_list":["post-41182","post","type-post","status-publish","format-standard","hentry","category-79","tag-578","tag-1677","tag-243","tag-303","tag-320"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/41182","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=41182"}],"version-history":[{"count":1,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/41182\/revisions"}],"predecessor-version":[{"id":41183,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/41182\/revisions\/41183"}],"wp:attachment":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=41182"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=41182"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=41182"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}