2min chapter

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Dan McMurtrie: Research Process, Inverted Shorts & Post-Consciousness

Value Hive Podcast

CHAPTER

The Michaelbury Effect

A lot of newly minted fund managers, or want to be fun managers, the false idea that they can just whip up their lap tops and go alone in a room for hours. I call that the michaelbury effect. And this is something we're going to get to when it comes to emerging managers and how that, how that hurts. But i think that when, and it's the only reason i say that, its because extraverted verses introverted managers.

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