1min snip

The JRo Show cover image

Interview with Bill Miller IV of Miller Value Partners

The JRo Show

NOTE

Matching IP with Investment Process

The number of games a portfolio manager can effectively handle depends on the depth of knowledge required. Managing 20 to 30 games is considered quite a task as it necessitates knowing them well. The portfolio manager must align the investment process with the intellectual property theme for successful alpha generation rather than relying on superficial factors like spreadsheets.

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