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What was your big break?
你的重大轉(zhuǎn)折點(diǎn)是什么？
Brahman. The European team at Highbridge left so I started looking at European Special Situations. That's how I met the founding partners at Brahman. I knew Europe reasonably well and spoke French and Italian. So when Brahman hired me from Highbridge, they said, "Go invest in Europe." That was really the beginning.
那是我在Brahman公司的時(shí)候。由于高橋資本管理公司的歐洲團(tuán)隊(duì)離開了，所以我把目光投向歐洲特別情況基金（European Special Situations），就這樣，我認(rèn)識(shí)了Brahman的創(chuàng)辦合伙人。我對(duì)歐洲較為了解，而且我會(huì)說法語(yǔ)和意大利語(yǔ)，所以Brahman公司把我從高橋資本挖走，他們對(duì)我說：“去投資歐洲的公司吧。”然后就有了后來(lái)的故事。
Originally, I was the only one looking at European opportunities. I was focused on a different geography and I had real autonomy. Within two years, approximately two-thirds of the fund's assets had shifted to Europe and I had hired several analysts to help me.
一開始，我是唯一關(guān)注歐洲機(jī)會(huì)的人。我關(guān)注的是一個(gè)不同的地區(qū)，而且我擁有真正的自主權(quán)。在不到兩年的時(shí)間里，這支基金大約有三分之二的資產(chǎn)都被轉(zhuǎn)移到了歐洲，而且我也雇傭了幾個(gè)分析師來(lái)幫我。
They didn't give me a budget, it wasn't "here's 'x' dollars." It was, "find the best ideas and we'll figure out how to prioritize." I am very grateful to them for taking a chance on me.
公司高層并沒有給我一個(gè)預(yù)算，他們不會(huì)說“這里有多少多少錢，”而是說，“去找最好的投資點(diǎn)子，我們來(lái)想辦法對(duì)它們進(jìn)行優(yōu)先排序。”我非常感激他們信任我，讓我放手去干。
The first idea of real magnitude was Fiat. When we launched Permian in 2008, a famous hedge fund manager gave us money because, he said: "You had the guts when you were 23 to look at a company that no one else did. That's why I believe in you."
我做的第一筆真正重量級(jí)的交易是菲亞特（Fiat）。當(dāng)我們?cè)?008年建立Permian基金時(shí)，一位知名的對(duì)沖基金經(jīng)理給了我們?cè)S多錢，他說：“你很有膽量，你在23歲的時(shí)候就敢于關(guān)注一家沒人關(guān)注的公司，所以我對(duì)你有信心。”
How did you get to Fiat?
你為什么會(huì)投資菲亞特？
Sergio Marchionne, the new CEO, was a guy with a track record for creating value in Switzerland. He spent time in GE (GE, Fortune 500) and made his mark at a Swiss quality control company. He came into a company [Fiat] whose reputation was tarnished and whose brand equity had been decimated. But philosophically smart people choose smart businesses. Marchionne saw the opportunity, and we saw Marchionne.
菲亞特公司的新任首席執(zhí)行官塞爾吉奧•馬奇奧尼在瑞士多次創(chuàng)造出卓越價(jià)值。他曾在通用電氣公司（GE）工作過，然后在一家瑞士的質(zhì)量控制公司做出了引人注目的成績(jī)。當(dāng)他接管菲亞特的時(shí)候，菲亞特的名聲已經(jīng)受損，而且品牌資產(chǎn)大幅下跌。明智的人會(huì)選擇明智的業(yè)務(wù)。馬奇奧尼看到了菲亞特的機(jī)會(huì)，而我們看中了馬奇奧尼。
