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RWH014: The Resilient Investor w/ Matthew McLennan
We Study Billionaires - The Investor’s Podcast Network
Investing in Long-Term Speculative Curation
I was looking at one of your portfolios. I think it's 7.2% turnover, 1 is 10%. So we're talking owning stocks for 10, 12 years or more. Can you talk about that? Because a lot of the portfolios run by other fund managers are very diversified. They tend to be kind of a choose investors who are over diversified and then trade too much and have too high expenses. Yours is very different. It's very thoughtfully diversified. And at the same time, incredibly patient. You're buying stuff and then you're holding it. Well, part of it's a reflection of the way in which we invest.
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