2min chapter

Capitalmind Podcast cover image

Why we run a PMS and how we do it differently

Capitalmind Podcast

CHAPTER

Portfolio Management - The Discipline of Identifying Great Stocks

The idea should be the discipline of identifying great stocks is one thing, but the discipline of participating on a consistent basis is much more difficult. Wyou doing asipe the mutual fon pick stocks. It's enevys going up. Why do you think that will be ok? But you still have to buy all the stocks at a low price. Will you put your money back in? Answer, many times, no.

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