Brian Bares – Qualitative Concentration at BCM (Capital Allocators, EP.191)
Capital Allocators – Inside the Institutional Investment Industry
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Intro
This chapter explores the investment philosophy and operational strategies of a renowned asset management firm, focusing on their research methodologies to identify high-growth companies. It also highlights the evolution of investment strategies and the complexities of portfolio construction, emphasizing the critical role of informed decision-making in the investment process.
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Transcript
