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James Davolos: The Best Businesses To Own During Inflation
Value Hive Podcast
How Actively Manages an ETF?
We're looking to compound over a full inflationary or business cycle here so I wouldn't expect there to be too much turnover and on the order of 15 to 20 percent a year over a rolling three five-year basis. That's really consistent with our five to seven-year holding period if we do our job correctly. We've got a universe in addition to those 40 names of about another hundred companies that we're keeping an eye on. It's easier to identify areas that you think are going to be inflationary and then have this filter of these interesting business models which is really what we're doing here.
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