Capital Allocators – Inside the Institutional Investment Industry cover image

REPLAY (EP.16) Thomas Russo – Buy and Hold...and Then What

Capital Allocators – Inside the Institutional Investment Industry

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Low Turnover and Long-Term Investing

The speaker discusses the concept of low turnover in their portfolio and the importance of investing in businesses for the long term. They highlight specific stocks that they have owned for decades and their approach to position sizing. The chapter also explores the benefits of holding onto investments despite short-term market noise.

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