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Arvind Sanger - The Sustainable Energy Transition

The Business Brew

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Portfolio Management: Leaning Into When You're Right

I'm a strong believer that you've got to make big bets on your winners and kind of press them when you get when you think you've got it right. In the first quarter, just as an example, are three largest positions in the first quarter of this year. These were our three biggest positions and these were longs. We made money on the, it's came from the short side, but these three really caused our long profits to be very long losses to be very small. The other large longs we made smaller bets on, you spread it out widely. It took me complete 180 to realize that something had changed. And I remember one of my most memorable reports of all

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