Halftime Report cover image

May Begins, Can the Rally Continue? 5/1/23

Halftime Report

00:00

The Importance of Patience in Portfolio Management

Gillman Hill owns pioneer in our dividend strategy for the dividend yield. If we own free port in our discipline growth strategy i think every portfolio manager needs to know what their edge is. After 2023 there's almost no copper coming online there's no more copper mines comingOnline so the way to get that pure play is through free free port. We can hold this for five years we just have different rules around it, he says.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app