马斯克与凯瑟琳·伍德齐喷被动投资

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领导方舟投资管理公司的知名投资人凯瑟琳·伍德在周三与特斯拉公司CEO兼亿万富翁企业家埃隆·马斯克一起批评被动基金与投资。

发生了什么事情:

凯瑟琳·伍德表达了她对被动投资的担忧,她表示自己相信以历史的眼光审视的话,过去20年时间里投资加速转移到被动基金是一种资金的大规模错配。

凯瑟琳·伍德回复了马斯克稍早时候的推文,马斯克在该推文中表示,被动基金作为作为一种现象已经“走得太远了”,投资者应该“重返主动投资。”

凯瑟琳·伍德称“被动型基金使得许多投资者无法享受到特斯拉股价升值400倍的盛宴,特斯拉的市值从2010年6月份IPO时的16亿美元升至10年后2020年12月成为标普500指数成份股时的约6500亿美元。”

这位66岁的投资者表示,在全球经济处于最大规模的技术变革进程中,即便是标的最广泛的被动基金在颠覆性创新上也是缺席的。

正在以440亿美元收购推特公司的马斯克则表示,被动基金或指数基金的主要问题是“代表着实际股东却做出违背他们利益的决定。”

为何值得关注:

主动型基金的基金经理会更多地尝试并期望随着时间推移其基金的表现会超过大盘指数的表现,被动基金在这一点上恰好不同,它们的目标是获得与指数相符合的表现而不是超越指数的表现。

伍德旗下的方舟投资管理公司是特斯拉的股东,并且通过其6只活跃交易的基金买入和卖出创新型、颠覆性技术和其他类型公司的股票。

方舟投资公司除持有特斯拉的股票外,作为该公司旗舰的创新指数基金还重仓持有Roku公司、Zoom公司、Coinbase公司等公司的股份。

价格走势:

特斯拉在周三收盘上涨4.77%,升至每股952.6美元。

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