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Dan McMurtrie — On Markets and Policy (EP.115)
Infinite Loops
You're Never Sexy True
In the eighties, i found a report that a t and t had done on ther managers of their pension fund. They differed greatly by by size of company that they invested in. But they had two things very much in common. All the managers who had done sort of consistently first or second quartile performance over a variety of market cycles. And ultimately became my style, a highly articulated process that we slavishly stuck to. In years when we have momentum stuff, for example, 19 99 was a vintacure for that sort of stuff.
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