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Josh's guest today is portfolio manager Drew Dickson, who manages a concentrated portfolio of favorite stocks for Albert Bridge Capital. In a recent blog post, Drew explains the four "tools" he uses to overcome the biases that can cloud an investor's judgement and threaten a portfolio manager's ability to look at holdings objectively.
Josh talks to Drew briefly about these ideas in today's The Compound mini podcast.
You can read Drew's post here:
https://www.albertbridgecapital.com/drew-views/2019/3/26/dampa-debiasing-and-alpha
And be sure to enable our skill on Amazon - "Alexa, play the Compound show!"
https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ
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