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Talk Your Book: Compounding with Concentrated Portfolios

Animal Spirits Podcast

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How to Communicate Your Value and Performance to Your Clients

This is as of 630 50 At the risk of doing quick math, I think it's 75 in the top 10 right so Yeah, I'm about right more than 50 in the top five. So this is you guys are going for it in a way that is both refreshing and and risks being very very different from how you are judged which on S&P 500. There has to be a great deal of communication between you and your end investors as to And maybe I'm sure they've been trained over the years because you're not you're not a new company.

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