
Sam Sicilia – Seizing on a Long Time Horizon at HostPlus (EP.103)
Capital Allocators – Inside the Institutional Investment Industry
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The Human Edge in Investment Management
This chapter explores the vital traits desired in portfolio managers, prioritizing personal attributes over institutional prestige. It emphasizes the importance of trust, relationships, and understanding individual motivations, while critiquing the reliance on quantitative models in finance. Additionally, it discusses strategic investment practices, the role of hedge funds, and recent innovations in decision-making processes within asset management.
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