一位曾在慈善拍卖中出价逾500万美元、从而获得与沃伦•巴菲特(Warren Buffett)共进午餐机会的对冲基金经理，已被伯克希尔哈撒韦公司(Berkshire Hathaway)聘用，并可能成为巴菲特的继任人。
伯克希尔公司昨日表示，半岛资本顾问公司(Peninsula Capital Advisors)经理泰德•韦斯切勒(Ted Weschler)将从2012年起加入公司，管理伯克希尔660亿美元权益类证券中10亿到30亿美元的资产组合。半岛资本顾问公司是一家总部位于弗吉尼亚的对冲基金，管理资产规模达20亿美元。韦斯切勒是伯克希尔保险公司计划聘请的三位经理中的第二位。
《财富》(Fortune)杂志中对巴菲特的一篇采访显示，作为一位在基金管理业并不太出名的基金经理，韦斯切勒首次得到伯克希尔的注意，是因为他花了逾500万美元竞购与“奥马哈先知(Oracle of Omaha)”共进午餐的机会。
2005年，他与另一位对冲基金经理帮助为美国西部航空公司(America West)与全美航空(US Airways)的合并筹措资金，再次吸引了伯克希尔的关注。
韦斯切勒将加入托德•康姆斯(Todd Combs)，成为由三名经理组成的股神巴菲特继承人团队的成员，继续执行伯克希尔的投资策略，即购买其认为被低估的公司的大额股权。康姆斯之前是对冲基金堡尖资本(Castle Point Capital)的基金经理，2010年被伯克希尔聘用。伯克希尔表示，它还在寻找第三名经理人。
今年，巴菲特主要副手大卫•索科尔(David Sokol)被发现购买了他随后向伯克希尔推荐的公司的股票，之后有关巴菲特（已81岁高龄）继承人的讨论陷入了混乱。索科尔最终辞职，而巴菲特也向股东道了歉。
上月，在美国银行(Bank of America)股票大幅下跌之际，巴菲特投资50亿美元购买了该银行的股票。
2000年，半岛公司所持资本仅有1.5亿美元。而据一份季度报告显示，截至今年6月30日时，半岛持有付费电视运营商DirectTV价值5.08亿美元的股份，以及辛辛纳提贝尔公司(Cincinnati Bell)价值6500万美元的股份。
半岛的清算是与韦斯切勒的任命同时宣布的。DirectTV的股票下跌了2%，至40.65美元。
周一，伯克希尔公司的A级股票下跌了1%，至10.13万美元。
译者/何黎
http://www.ftchinese.com/story/001040654
A hedge fund manager who paid more than $5m in charity auctions to have lunch with Warren Buffett has been hired as a potential successor at Berkshire Hathaway.
Ted Weschler, manager of Peninsula Capital Advisors, a Virginia-based hedge fund with $2bn in assets under management, will join in 2012 to manage a $1bn-$3bn slice of Berkshire’s $66bn in equity securities, the company said yesterday. He is the second of three managers to join Berkshire Hathaway’s insurance portfolio.
Mr Weschler, who is not widely known in the fund management community, first came to Berkshire’s attention when he spent more than $5m in charity auctions on lunch with the “Oracle of Omaha”, according to an interview with Mr Buffett in Fortune magazine.
He had also attracted attention as one of two hedge fund managers who helped finance a merger of two airlines, America West and US Airways, in 2005.
Mr Weschler will join Todd Combs, formerly manager of hedge fund Castle Point Capital, who was appointed in 2010, in a trio of managers who will carry on Berkshire’s business of buying large stakes in companies it considers undervalued. Berkshire said it was still looking for a third manager.
This year, the thinking on Mr Buffett’s succession – he is 81 – was thrown into turmoil when David Sokol, a top lieutenant, was found to have bought shares in a company he later recommended to Berkshire. Mr Sokol resigned, and Mr Buffett apologised to shareholders.
Last month Mr Buffett invested $5bn in shares of Bank of America as they fell sharply.
Peninsula, which had just $150m in holdings in 2000, as of June 30 held $508m in DirectTV, a pay-television operator and $65m in Cincinnati Bell, according to a quarterly filing.
The liquidation of Peninsula was announced along with Mr Weschler’s appointment. Shares in DirectTV were off 2 per cent to $40.65.
Berkshire Hathaway’s A-class shares were down 1 per cent on Monday to $101,300.
没有评论:
发表评论