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TIP450: Mastermind Q2 2022 W/ Tobias Carlisle and Hari Hamachandra
We Study Billionaires - The Investor’s Podcast Network
Having High Conviction in a Volatile Market
Stak: I love the idea of investing in managers where i gets his best ideas, and not his fiftieth best idea. And so to have high conviction, especially in in volatile margets, especially if it's going against you. But really to have the conviction whenevther the positionis moving against you, it's so important to understand the investment framework and process of that manager you invest with. Stak: It's also very important to look at the fund structure o the the way it is fom because that can have tax implications.
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