4min chapter

This Week in Intelligent Investing cover image

On Being an Emerging Manager: Experiences, Lessons Learned, Success Factors

This Week in Intelligent Investing

CHAPTER

How to Build a Client Roster and Market to People Who Would Be Great Clients

The biggest mistake that we made in the early years was you know going back to having started in a town that made off-prayed. We geared our mandate toward what made investors comfortable on position sizing so we were overly diverse and didn't afford ourselves enough opportunity to concentrate in our best ideas. One of the mistakes i made was not being smart enough to really pursue managed accounts early on, he says.

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