Michael Mauboussin – Active Asset Management - [Invest Like the Best, EP.02]
Invest Like the Best with Patrick O'Shaughnessy
Active Management
If we're at 30 or 40% to day, where do you see this going? It's a great question. Its obviously we need some it seems pretty clear that we can't be a hundred % passive. How big must those oppertunes be for this to be in rough equilibrium, right? And then how do we get their soap?
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