Milyarder yat\u0131r\u0131mc\u0131 Warren Buffett’\u0131n \u015firketi Berkshire Hathaway Inc., ikinci \u00e7eyrekte portf\u00f6y\u00fcne Barrick Gold Corp.’u ekleyerek d\u00fcnyan\u0131n en b\u00fcy\u00fck ikinci alt\u0131n madencisinin paylar\u0131nda g\u00fc\u00e7l\u00fc bir y\u00fckseli\u015fi tetikledi.<\/p>\n

Berkshire, Cuma g\u00fcn\u00fc yap\u0131lan kamu a\u00e7\u0131klamas\u0131na nazaran Barrick’in y\u00fczde 1.2’sine denk gelen 20.9 milyon pay senedini ald\u0131. Kelam konusu paylar\u0131n piyasa k\u0131ymeti yakla\u015f\u0131k 560 milyon dolara denk geliyor.<\/p>\n

Buffett, alt\u0131n yat\u0131r\u0131m\u0131yla ilgili ge\u00e7mi\u015f a\u00e7\u0131klamalar\u0131nda “bir \u00e7iftlik ya da \u015firket” \u00fczere \u00fcretken olmad\u0131\u011f\u0131n\u0131 vurgulayarak, ihtarlarda bulunuyordu. Lakin \u00fcretim maliyeti sabit kal\u0131rken fiyatlardaki y\u00fckseli\u015fin k\u00e2r marjlar\u0131n\u0131 art\u0131rmas\u0131, alt\u0131n madencilerini giderek daha cazip bir yat\u0131r\u0131m haline getirdi.<\/p>\n

Barrick ve Newmont Corp. \u00fczere b\u00fcy\u00fck madenciler kesimden y\u0131llar evvel ka\u00e7an yat\u0131r\u0131mc\u0131lar\u0131n geri gelmesini umuyorlar. Milyarder hedge fon y\u00f6neticisi John Paulson’\u0131n fonu Paulson & Co. da portf\u00f6y\u00fcndeki Barrick paylar\u0131n\u0131 art\u0131rd\u0131.<\/p>\n

New York’ta s\u00fcre\u00e7 g\u00f6ren Barrick’in pay senetleri piyasa sonras\u0131 s\u00fcre\u00e7lerde y\u00fczde 8.11 y\u00fckseldi.<\/p>\n

“Bir m\u00fchlet i\u00e7in g\u00fcm\u00fc\u015f kral\u0131yd\u0131m”<\/strong><\/p>\n

Buffett yak\u0131n vakte kadar alt\u0131n yat\u0131r\u0131m\u0131na kar\u015f\u0131 olabilir; fakat ge\u00e7mi\u015fte metallerde b\u00fcy\u00fck durumlar ald\u0131. 1997 y\u0131l\u0131nda talebin mevcut arz\u0131 a\u015faca\u011f\u0131 beklentisiyle 129.7 milyon ons g\u00fcm\u00fc\u015f alm\u0131\u015ft\u0131. B\u00fcy\u00fck \u00e7o\u011funlu\u011funu onsu 6 dolardan ucuza almas\u0131n\u0131n akabinde k\u0131sa m\u00fcddet sonra satt\u0131. 9 y\u0131l sonra yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, “Bir m\u00fcddet i\u00e7in g\u00fcm\u00fc\u015f kral\u0131yd\u0131m.” dedi.<\/p>\n

Alt\u0131n fiyatlar\u0131ndaki y\u00fckseli\u015f yat\u0131r\u0131mc\u0131lar\u0131n kesime milyarlarca dolarl\u0131k giri\u015f yapmas\u0131na neden oluyor. Pahal\u0131 metal madencilik \u015firketleri ikinci \u00e7eyrekte ikincil halka arzlarda 2.4 milyar dolarl\u0131k sermaye toplad\u0131.<\/p>\n

Fed’in faiz indirimleri ve tahvil faizlerindeki d\u00fc\u015f\u00fc\u015ften dayanak bulan ve yat\u0131r\u0131mc\u0131lar\u0131na faiz \u00f6demeyen alt\u0131n, bu y\u0131l 2011 rekorunu ge\u00e7mesinin akabinde 2,000 dolar\u0131 a\u015ft\u0131. Cuma g\u00fcn\u00fc ise 1,945 dolardan kapatt\u0131.<\/p>\n

Yat\u0131r\u0131mc\u0131lar alt\u0131nla ilgili fikirlerini de\u011fi\u015ftirmi\u015f olabilirler<\/strong><\/p>\n

Bununla birlikte bu ay yay\u0131nlanan bilgiler hedge fon y\u00f6neticilerinin mevcut durumlar\u0131n\u0131 i\u00e7ermiyor. Yat\u0131r\u0131mc\u0131lar ikinci \u00e7eyre\u011finden sonundan bu yana alt\u0131nla ilgili fikirlerini de\u011fi\u015ftirmi\u015f olabilirler. ABD’de 100 milyon dolardan b\u00fcy\u00fck portf\u00f6yleri y\u00f6netenlerin her \u00e7eyrek sonundan itibaren 45 g\u00fcn i\u00e7erisinde, pay senetleri, opsiyon ve d\u00f6n\u00fc\u015ft\u00fcr\u00fclebilir tahvillerin listelendi\u011fi 13F Formu’nu doldurmalar\u0131 gerekiyor.<\/p>\n

Fon y\u00f6neticilerinin kamuya a\u00e7\u0131klamalar\u0131 ABD d\u0131\u015f\u0131 menkul de\u011ferleri, halka a\u00e7\u0131k olmayan varl\u0131klar\u0131n\u0131 ya da nakdi g\u00f6stermiyor.<\/p>\n<\/p>\n

Bloomberg HT<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Milyarder yat\u0131r\u0131mc\u0131 Warren Buffett’\u0131n \u015firketi Berkshire Hathaway Inc., ikinci \u00e7eyrekte portf\u00f6y\u00fcne Barrick Gold Corp.’u ekleyerek d\u00fcnyan\u0131n en …<\/p>\n","protected":false},"author":1,"featured_media":2474,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[37,129,601,630],"class_list":["post-2473","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-altin","tag-hisse","tag-ikinci","tag-yatirimci"],"yoast_head":"\n