21min chapter

Capital Compounders Show cover image

Investing Venture Capital Style: A Conversation with Harold Leishman (LLC Private Wealth)

Capital Compounders Show

CHAPTER

Navigating Investment Strategies and Client Insights

This chapter focuses on the critical interaction between clients and investment managers, discussing how open communication enhances stock idea sourcing. It emphasizes the importance of diversification in portfolio management and the influence of client portfolio sizes on investment strategy. The dialogue also explores investment analysis approaches, the role of company leadership, and the impact of external economic factors on decision-making.

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