How to Identify Opportunities in Your Portfolios

Boris: We're looking at an 18 to 36 month time horizon on the long side, right? And what do we want to see? We can get a 40 plus percent return on the upside with a commensurate 20 percent downside risk. So it's not to say that every name we have the macro, but it does inform us, hey, the bar is higher to keep staying this name or get into this name.

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