#13 The Contrarian
Behind the Balance Sheet
Is There a Sanity in Lunacy?
I've been on lots of investment committees, and any investment committee which thought that it could always choose managers who would consistently out perform should go into index funds because they're likely to make rable mistakes. If they take that view, then when the manager is under perform for a few years, they will want to get rid of the manager. It may be completely the wrong time to do so. And i did think in february 20 sixteenth, we got a turning point in this style question of value versus growth. Dit turn out to be the case? I think the same thing is true to day.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
