MI209: The Art of Value Investing w/ Drew Weitz & Barton Hooper
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Investing in Mutual Funds
i'm curious how you guys manage that at whites and that, are you susceptible to investors. Liquidity as a is a feature, not a bug, in that sense. And i think we have certainly seen our share of times when our performance our short term performance has been really strong. We believe that yo really good ideas are probably few and far between so we're going to build concentrated portfolios where every holding can make a difference to the portfolio.
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