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James Harries (Troy) - Exercising Discipline For Global Dividend Growth
Far From The Finishing Post
Investing in Asia and Emerging Markets
In a 34 stop portfolio, turnoveris about ten %. So that's two or three new ideas a year, holding periods of ten years. The reality is that that's probably longer than most macro factors, most business cycles. And therefore it's much more to do with the really long term, durable, compesitive advantages that a business man or may not have. Where a business is listed isn't particularly of interest. But again, because our turnover is very low, it doesn't move an awful lot.
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