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名人堂1 -小爱德华·海曼

上世纪60年代末,当小爱德华·海曼(Edward Hyman Jr.)在麻省理工学院(Massachusetts Institute of Technology)攻读MBA时,他获得了一项研究奖学金,利用当时世界上最早的分时计算机之一进行计量经济学建模。他的教授把他介绍给了哈佛大学(Harvard University)经济学家奥托•埃克斯坦(Otto Eckstein)。埃克斯坦最近创办了一家名为Data Resources的公司,该公司也使用分时计算机进行经济预测——不过是出于商业目的。毕业后,海曼加入公司;两年后,他离开公司,为该公司的客户、华尔街经纪公司C.J. Lawrence工作。66岁的海曼拥有德克萨斯大学(University of Texas)工程学学士学位,他说:“我去那里做经济预测工作,从那以后就一直在做。”“基本上,从我读研究生开始,我或多或少一直在做同样的事情。”如今,海曼是总部位于纽约的ISI Group的董事长,这是一家全方位服务的研究公司,是他在C.J. Lawrence工作20年后于1991年创立的。他还是全美研究团队(All-America Research Team)经济学方面的顶级分析师,令人难以置信的是,他已经连续32年蝉联这一称号。尽管海曼在使用电脑方面远远领先于华尔街,但长期以来,他在投资者中最为人所知的,还是他在传达自己的分析时所采用的技术远不那么复杂的方式。从70年代开始,他每周(现在是每天)出版经济报告,包括新闻标题、故事和图表,圈出关键信息和数据,并在空白处添加评论。 “It gets to you quickly and is easy to follow,” commented one happy fan in 1980, the year that Hyman began his record streak. Communications is critical, says Hyman. “You can be right all the time, but if no one understands what your viewpoint is, it doesn’t do any good,” he explains. “A great analyst has to be a great storyteller.” Hyman attributes much of his own success to the salespeople who have delivered his message, first at C.J. Lawrence and more recently at ISI. “Your most important clients are your salespeople,” he says. “You have to have an ability to inspire salespeople into believing in you and trusting you, and understanding what you’re trying to communicate to investors.” At ISI, Hyman has assembled a team of some 40 salespeople, more than double the number of macro and fundamental research products it offers. In total, the firm employs nearly 200 people, split among research, sales and trading, and has offices in Boston; Fairhope, Alabama; London; Los Angeles; New York; San Francisco; Shanghai; and Washington, giving it sufficient heft to compete with the big banks and brokerages. Doing well in the All-America Research Team is important. “We want to have the best analysts,” Hyman says. “Those are the people who we think can help our clients the most. If you have those analysts, they want to be No. 1.”


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