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Jenny Wallace - Identifying Value at the Summit

Value Investing with Legends

CHAPTER

The Future of Uninvesting

Jenny Wallace: I think the prevalence of indexation, the proliferation of exchange traded funds has created significant risks for individual investors. We believe a full position is 3, 3.5% at cost and at around 5, we are trimming. 20 is your biggest position on purchase, still your biggest position? It is for an esoteric reason. The future is unknowable. You wouldn't be buying the stock if you didn't expect it to have a meaningful return for your investors. That's my overarching view.

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