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Reflections on the Investing Process with Michael Mauboussin

Enter the Labyrinth

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The Relationship Between Analysts and Portfolio Managers

I'm always curious about the relationship between analysts and portfolio managers. A lot of analysts ultimately want to be portfolio managers. But whereas there is a lot of training for how to be an analyst there's much less for how to being a portfolio manager. What have you learned about kind of the relationship with analysts and that transition and how it works well or doesn't work well just what are some of the lessons?

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