2min chapter

Excess Returns  cover image

A Deep Dive into Micro-Cap Investing | Ian Cassel

Excess Returns

CHAPTER

Navigating Long-Term Investment Strategies and Client Expectations

This chapter highlights the significance of long-term investment strategies and setting realistic expectations with clients amid market volatility. It emphasizes the importance of clear communication to prepare investors mentally, contrasting a personal approach to investing with the more quantitative methods used by some professionals.

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