Tulloch

英

美

n. 塔洛克

BNC.42768

However, the fund does have a large ( 10 per cent) exposure to Singaporean banks, which Mr Tulloch believes to be highly regulated and have a relatively large capital adequacy ratio.
然而，该基金在配置中给予新加坡银行的权重较高（占10%），塔洛克认为该国银行监管水平较高，资本充足率也相对较高。
Another area Mr Tulloch is keen on is telecoms.
塔洛克青睐的另一个领域是电信行业。
He says its unique selling point is its structure: it is family-owned but run by professional managers a "very strong combination", according to Mr Tulloch.
他表示，它的独特卖点在于其结构：该银行由家族所有，但由专业经理管理塔洛克表示，这是一种“非常强大的结合”。
In line with this view, Mr Tulloch is taking a cautious approach and positioning the fund conservatively.
本着这种观点，塔洛克正采取谨慎的投资策略，为该基金进行保守配置。
Mr Tulloch also believes the company will benefit from the earthquake and tsunami in Japan, as people buying components from Japan are going to want a second supply source.
塔洛克还认为，该公司将受益于日本大地震和海啸，因为从日本购买零配件的人们希望找到第二个供应来源。