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17min chapter
E35: Ben Gallacher of Cannonball on "Value per Dollar Invested" and How it Predicts Fund Performance
How I Invest with David Weisburd
Concentration vs Diversification
The speakers discuss the two approaches of concentration and diversification for finding sustainable sources of alpha for emerging managers. They express a preference for a more diversified approach and address the ideological differences and principle-agent problem that arise. The chapter also covers the process of getting to know and diligence a manager from a data room perspective.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode