Carter is a senior portfolio manager with an excellent performance record. He has expressed concern about the use of investor type classification models due to their many limitations. Carter believes that Empire’s fundamental approach to analysis provides great value. However, he believes the technical analysis department is compatible with sound investment practices.
Suzuki tends to rigidly adhere to asset selections based on the proprietary valuation model. She has stated, “Sure it’s a complex model, but it incorporates hundreds of different pieces of data relevant to a company; therefore, it’s more thorough than any other analysis.” With respect to Empire’s technical analysis, Suzuki believes that the identified opportunities are not ‘true’ market anomalies but rather they are associated with higher risk exposures.
In establishing the portfolios for these new accounts, Rodriguez would like to address a recent memo from the technical analysis department that recommended overweighting clients’ portfolios in the technology and consumer goods sectors. The memo’s conclusion stated, “These sectors are depressed below their ten-year average levels. Every time that this has occurred in the past, these sectors have recovered to their mean in a short period of time.” Rodriguez believes that technical analysis has the potential to uncover opportunities where there are over- or under-reactions to relevant information.
Whose statement regarding the technical analysis department is most accurate?
Carter.
Suzuki.
Rodriguez.
我觉得好像挺没有明显错误，可否辨析一下？
