#12 The Value Architect
Behind the Balance Sheet
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Is There a Difference Between a Committee and a Portfolio?
i was sitting down with a firm that made all their decisions. A vew presented something and every on the team disagreed with you. It still went in the portfolio if you felt strongly about it. i take input from as many sources as possible, both internal and outside the firm. But ultimately, write the decision in terms of when, where and how much we invest rests on my shoulders. I so youare right, right or wrongi take the credit on both sides of those trades.
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