Hans Humes：全球人对冲基金经理在孤立主义时代

Hans Humes is running late for our lunch in Manhattan. The Ethiopian restaurant Meske isn’t open yet, so I take a seat outside, next door at the Mexican cafeAñejo那and order a tamarind soda. When Humes zips up on a Citi Bike — wearing cuffed gray slacks and a navy-blue sports coat — we decide to skip the African cuisine and stick with Mexican.

Either one would pass for comfort food forHumes那the chairman and chief executive officer of Greylock Capital Management. His job, investing in distressed debt in emerging markets for the $1.2 billion hedge fund, is informed by a childhood lived around the globe. The 53-year-old CEO spent his early years in Nigeria, where his father, an American of Scots-Irish origin, taught local government at the University of Ife. Humes and his family then moved to Morocco. (His mother is Dutch and immigrated to the U.S. after World War II.)

现在住在布鲁克林的嗡嗡声，西非的食物 - “鸡，米饭和许多黑胡椒” - 最接近他的心。“当我第一次开始回忆时，我们在那里移动了那里。在那里有一种在家中，“他说。

但西非餐馆在纽约市几乎不存在，这就是为什么哼唱谁在地狱厨房里选择了埃塞俄比亚餐厅。巧合的是，墨西哥食物隔壁引用了他曾经生活的另一个国家 - 这次是一名少年，在他参加大学之前，开始致力于财务职业生涯，在现在已经在现有的制造商汉诺威信托公司工作20世纪80年代。“他们称之为”第三世界“债务回来，”他说，记住描述似乎对他来说有多奇怪，这是一个曾经考虑过墨西哥和非洲家的美国人。

Ethnic food was the pretext for lunch, but what I really wanted to know was how a globalist like Humes views the new era of U.S. isolationism — and what the companies and clients Greylock Capital works with in Africa, Latin America, and Europe are thinking about President Donald Trump’s policies.

“There’s a sense of amusement,” he says, particularly from those in emerging markets. “They are like, ‘See, this is what it’s like,’” referring to their history with dysfunctional and autocratic governments.

至于非洲人，他们不再有“大哥”来指导他们，欧洲人意识到“他们自己，”Greylock Capital Ceo增加了。

咆哮，谁说他的大多数朋友（更不用说他的中国妻子）并没有出生在美国，这是一个凄凉，但事实上是美国人在全球舞台上的角色。“特朗普只是加快美国的衰落;无论如何，它正在发生，“他说。

2016年11月总统选举的结果，哼唱着大多数美国人都很惊讶。尽管没有政府经验，但特朗普击败了民主党候选人克林顿。He rode to victory by tapping into a populist fervor that helped him win the electoral college even as he lost the popular vote.在他的竞选活动中成为总统，现实电视明星和房地产Mogul奉献的支持者在墨西哥和美国之间建造一个墙壁，并使墨西哥人支付它。

When Humes was in Mexico last year to deliver the keynote speech at Instituto VIF’s annual value investingforum那remarks made by former Mexican President Vicente Fox in opposition to Trump’s border plan were still reverberating: “I’m not going to pay for that f***ing wall,” he had said during a February 2016面试与单一和融合锚豪尔斯拉姆斯。

当它在讲话后从观众中提出问题时，哼了一下，第一个是特朗普。

“So I go out on a limb: ‘Maybe this guy gets the nomination. No way he can win,’” recounts Humes, a Democratic Party donor who had supported Clinton. In December the man who had organized the conference dropped by the Greylock Capital office and reminded him of his election prediction. For Humes the outcome was so upsetting he had to drag himself out of bed for days. He briefly considered moving back to Canada, where his family had relocated from Africa when he was in third grade. But Humes says he decided to “stay and fight.”

While keeping his home in Brooklyn, the hedge fund manager seems like a global tour guide for the adventurous, hitting the hot spots like Cuba and Iran before they become popular with American tourists. After a visit two years ago, Humes was looking forward to investing in Iran, but had to cancel plans for a second trip to the country in August because of the political climate. “I wanted to go back with this guy who is working on privatization, just to go in and talk to [the Iranians], just to get chits,” he says. “When and if it happens, I’ll have an inside track.”

由于特朗普总统判定伊朗核协议，决定是否恢复对该国的制裁以来，政治动态已发生变化。然而，甚至在解读之前，它是特朗普的反伊朗姿势，使哼唱着返回 - 他的联系告诉他，美国人渴望访问该国的风险。

“我对伊朗的外卖意义是可能需要五到十年，但他们将重新融入全球经济，”他说。“BusinessWise有一些明显的机会，但我们无法以任何方式涉及。”

与此同时，据哼唱者，欧洲人正在寻求伊朗的投资。“我们可以做任何我们想要的事情，但它不会改变动态，”他指出。“这只是意味着我们将失去该出口市场。”

对于格雷克洛克还有其他机会。哼正在看下一个大债务重组，他认为将是委内瑞拉。纽约的公司拥有南美国家的苦恼债券。

至于地球的另一边,休谟的妻子,Ying Miao, has taught Humes about the Far East. She moved to the U.S. in the wake of the 1989 Tiananmen Square uprising in Beijing — protests, led by students against the communist government, that ended in deadly clashes with Chinese troops. Her father, a reformer, sent his wife and only child to safety in the U.S., joining them later. Ying, who trained as a classical pianist, graduated from Harvard University and eventually moved into finance; she now works at Anheuser-Busch InBev.

通过ying，谁在11月期待哼唱者的第四个孩子（他从他的第一次婚姻中有三个），Humes开发了中国美食的味道。这对他来说很幸运。“当她的父母发现她怀孕时，他们必须确保她有正确的食物，”他说。“所以一家中国厨师每周有三次，并制作四川和湖南票价。”

这适合哼唱。“它很热，”他说。加上，虽然它是莹的莹，杨树说，它让他想起了非洲和墨西哥：“这是所有的米饭。”