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10min chapter
Mastering the obvious for investment success
Capital Ideas Investing Podcast
Managing Diverse Investment Strategies
The manager details their approach to managing various funds with autonomy given to different managers, focusing on growth potential and long-term perspectives tailored to fund objectives. The chapter emphasizes a preference for lower yield, higher growth companies and discusses criteria for investing in innovative companies. It also delves into assessing management quality, the importance of expertise and humility in investing, and the roles of analysts and portfolio managers.
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Discover
highlights
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