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TIP478: Market Cycle Masterclass w/ David Stein
We Study Billionaires - The Investor’s Podcast Network
Asset Allocation - Is There a Better Positioning?
You've been the chief investment strategist, the chief portfolio strategist and managing a principal from 1995 to 2012 with fund evaluation group LSC. Now let's talk about active management because we have listeners who are more hands-on with the portfolios. How did you and your company choose the right asset manager for your fund? And was it ever relevant where you thought we were in the market cycle as in this asset manager typically is good in a bear market? Another asset manager might be good in a bull market.
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