Excess Returns  cover image

High Quality Value Investing with a Tactical Twist With Jeff Muhlenkamp

Excess Returns

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How to Educate Your Clients About Investing

We think it's important to explain how we approach investing. We very rarely talk individual stocks because frankly, by the time you can never trust me when I talk about a stock. And if it's not a fit, they figure it out before we get into some kind of a market-induced crisis. So we do our very best to educate our clients and to make sure that they understand why we're doing what we're doing."

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