Peter Kraus - Widening the Aperture on Alpha (First Meeting, EP.14)
Capital Allocators – Inside the Institutional Investment Industry
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Evaluating Portfolio Managers
This chapter explores the intricate process of identifying and assessing portfolio managers, emphasizing flexibility and open-mindedness in the selection process. It highlights the significance of understanding a manager's risk-taking capabilities, analytical skills, and real-time decision-making, alongside the challenges faced in transitioning from analyst to manager. The discussion underscores the importance of self-awareness, diverse perspectives, and a thorough evaluation process to find the right fit for investment management roles.
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