波利的萨姆林资本在将其对几乎除全球金融业之外所有行业的敞口进行抛售、转向专注该行业后，正在解雇高级分析师。
Pohly’s Samlyn Capital is dismissing senior analysts after selling off its exposure to nearly every industry except global financials, as it pivots to focus on that sector.
据熟悉内情的人士透露，这家管理着70亿美元的股票对冲基金在几周前——即最近这场在对冲基金界造成惨重损失的市场抛售潮之前——就已抛售了工业、科技和零售等各个行业的股票。
The $7 billion equity hedge fund dumped stocks across sectors including industrials, technology and retail weeks ago, before the more recent market selloff that’s caused carnage across the hedge fund universe, according to people familiar with the matter.
其中一位知情人士表示，截至10月，该基金今年以来的跌幅约为5%。
The fund tumbled about 5% year-to-date through October, one of the people said.
展望未来，萨姆林将主要交易全球金融股，这是波利数十年一直专注于板块。萨姆林保留了专注于该行业的分析师。
Moving forward Samlyn will mostly trade global financial stocks, the sector Pohly has focused on for decades. Samlyn has kept its analysts that focus on the sector.
于2007年创立萨姆林的波利是该公司的唯一投资组合经理。他曾在朱利安·罗伯逊的老虎管理公司工作，后来加入西格玛公司——史蒂夫·科恩当时旗下的对冲基金萨克资本的附属机构。
Pohly, who founded Samlyn in 2007, is the firm’s sole portfolio manager. He worked at Julian Robertson’s Tiger Management before later joining Sigma, an affiliate of Steve Cohen’s then-hedge fund SAC Capital.
萨姆林并未向投资者返还资金，而是将抛售仓位所得的现金重新定向，用于投资金融股，或将其保留为现金以便日后部署。该公司的一名代表拒绝置评。
Samlyn is not returning capital to investors, rather its redirecting the cash from sold positions to invest in financial stocks or keeping it in cash to deploy later. A representative for the firm declined to comment.