30sec snip

The JRo Show cover image

Interview with Chris Pavese of Broyhill Asset Management

The JRo Show

NOTE

Balancing Risk and Return in Portfolio Selection

Select names with low long-term risk of permanent capital loss as primary holdings, while incorporating smaller positions in higher return potential assets with asymmetric outcomes. However, due to the potential for increased downside volatility, these higher risk positions should never constitute a substantial portion of the portfolio.

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