
Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382)
Capital Allocators – Inside the Institutional Investment Industry
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Strategic Portfolio Management Insights
This chapter delves into the strategic approach to investment portfolio management, emphasizing the importance of quality assets and strong relationships with talented managers. It discusses the balance between defensive and offensive asset allocations, the adaptability of generalist investments, and the significance of collaboration within the investment committee. Additionally, the chapter highlights the critical factors in maintaining long-term partnerships and trust during challenging market periods.
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