Ep 142: Dave Ellison: A Big Picture View Of The Financial Sector
Investing With IBD
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The Importance of a PM in FinTech
The large cap strategy has changed pretty dramatically in the last four or five years. The fund used to be primarily banks to insurance companies, you know, maybe these are mastercard. And that's changed I mean I sort of, my view is that you gotta own waterfront properties, right to compete. So, and that portfolio is probably gone from 80 to 90 90% banks to 50%.
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