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猫猫酱 · 2021年05月27日

关于选项B

  1. CFA III
  2. Equity

NO.PZ2019012201000063

问题如下：

Which fund in Exhibit 1most likely follows a bottom-up approach?

选项：

A.

Fund 1

B.

Fund 2

C.

Fund 3

解释：

Bottom-up managersevaluate the risk and return characteristics of individual securities and buildportfolios based on stock-specific forecasts; Fund 3 follows this exactapproach. Example views of bottom-up managers include expecting one autocompany to outperform another, expecting a pharmaceutical company to outperforman auto company, and expecting a technology company to outperform apharmaceutical company. Both bottom-up and top-down managers can be either diversifiedor concentrated in terms of securities.

我不是很接受几个提问的回答，B还提到了选成长股还是价值股的问题，这个就很bottom-up了呀

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maggie_品职助教 · 2021年05月29日

嗨，爱思考的PZer你好：


你说的选成长股还是价值股是在选因子哦，你看组合2实施的是因子策略，它认为成长因子表现好于价值因子，这个说法不代表它是自下而上的分析。

自下而上的选股方法一切都是从个股出发，主要通过分析公司的毛利率，净资产收益率，市盈率等等，同时要考察公司的业务模式、发展空间、公司治理等个股的一些特殊因素，但fund2并没有这些描述。

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虽然现在很辛苦，但努力过的感觉真的很好，加油！

猫猫酱 · 2021年06月01日

可是这个因子显然是firm specific factor啊

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