评论
打印
At just 30 years old, Cara Goldenberg is at the top of her game. She is the founder and managing partner of Permian Investment Partners, a New York City-based hedge fund she launched in 2008.
卡拉•戈登伯格年仅30岁就已经成为业内顶尖人士。2008年，她在纽约创立了对冲基金Permian Investment Partners，并担任执行董事。
Goldenberg began her career at Morgan Stanley (MS, Fortune 500) as an analyst in the investment banking division. Her strong quant skills quickly funneled her into the private equity group, a move that allowed her to circumvent the traditional analyst-associate-business school route that many of her peers would follow.
戈登伯格的职业生涯始于摩根士丹利（Morgan Stanley），当时她在该公司的投行部门担任分析师。凭借优秀的数据分析能力，她很快脱颖而出，进入了私募股权部门，这使她没像很多投行同业那样，走一条从分析师到项目经理、再就读商学院的老路。
Less than two years into her stint at Morgan Stanley, Goldenberg was one of the first young investment bankers to be picked off by the hedge fund industry. She left to work for Highbridge Capital Management. Brahman Capital's management team was so impressed with Goldenberg's questions during an investor meeting, that they recruited her away from Highbridge.
在摩根士丹利只干了不到两年，戈登伯格就被对冲基金行业相中，加盟了高桥资本管理公司（Highbridge Capital Management），成为转投对冲基金行业的第一批年轻投资银行家之一。后来在一次投资者会议上，戈登伯格提出的问题给Brahman Capital的管理层留下了深刻印象，于是他们从高桥资本管理公司那里挖走了戈登伯格。
Fortune recently spoke with Goldenberg about her impressive rise to the top. Here's an edited transcript of the conversation:
《财富》（Fortune）杂志最近采访了戈登伯格，了解到她是如何传奇般地崛起为金融界的顶尖人物。以下是这次访谈经过剪辑的文字记录。
Fortune: What has been the driving force for you as an investor?
《财富》：什么力量驱使你成为一名投资家？
Goldenberg: I was trained early on to focus primarily on management quality. If you follow brilliant management teams, it will lead you to brilliant investment ideas. It's pattern recognition.
戈登伯格：我很早就开始接受了管理质量培训。如果你跟随一个优秀的管理团队，就会激发你产生优秀的投资创意。这就是“模式识别”。
At Highbridge, I was able to hit the ground running because I was hardwired to look at things the way they did. I was looking at a universe of European companies that were mismanaged and had depressed earnings. They had cost-cutting and capital allocation opportunities that were far better than their U.S. counterparts. But their share prices didn't reflect that potential. We knew that the right management teams could turn these companies around. And no one else was terribly interested in them.
我之所以能在高桥资本管理公司如鱼得水，是因为我向来都追求事物的本质规律。我研究了大量管理不善、收益不佳的欧洲公司。相比同类型的美国公司，这些欧洲公司在削减成本和配置资本方面的机会好得多，但他们的股价并没有反映出这种潜力。我们知道，好的管理团队可以扭转这些公司的局面。但当时除了我之外，没人对这些公司特别感兴趣。
