巴菲特在给股民的忠告里面,第一条就是不要买自己不了解的股票。随着经济发展和技术的进步,如今实体经济的门类更为细分,尤其是一些高技术公司所从事的业务往往非常专业,甚至涉及某些领域最为先进的技术。这使得基金经理在选股上的难度和专业程度进一步提高。顺应这种新的变化,很多基金经理在具有与投资相关的教育背景的同时,还是某一专业领域内的专家。所谓术业有专攻,第一手技术价值基金的管理者凯文·兰迪斯就是其中的代表。很小的时候,凯文·兰迪斯(KevinLandis)就表现出了很强的数学天赋,他在加州大学伯克利分校获得电力工程学位,进入了他父亲的企业做了一名工程师。因为对投资十分感兴趣,他利用业余时间攻读了MBA,然后进入一家研究高科技市场的咨询公司做分析师。在这期间,凯文有机会接触到当时高科技企业发 Buffett’s advice to shareholders inside, the first is not to buy stocks you do not understand. With the economic development and technological progress, the real economy is now more subdivided into categories. In particular, the business of some high-tech companies is often very professional and even involves some of the most advanced technologies in some fields. This makes fund managers in stock selection on the difficulty and professional level to further improve. Adapting to this new change, many fund managers, while having an investment-related educational background, are experts in a particular area of ​​expertise. The so-called industry has specialized, first-hand technology value fund manager Kevin Landis is one of the representatives. At a young age, Kevin Landis showed a strong mathematical talent. He earned a degree in electrical engineering from the University of California, Berkeley, and entered his father’s firm as an engineer. Because of his interest in investing, he spent his free time studying MBA and then into a consulting firm working in the high-tech market as an analyst. During this time, Kevin had the opportunity to come into contact with the then high-tech business