He implies that a biased sample of self-selected winners suggest that it is a mistake to ever sell any shares in any companies that you think are “winners” either historically or prospectively. That sure would be nice, wouldn't it?
COVID-19 and related counteractive policies have had an extremely negative impact on domestic and global economies. Whether or not you believe that the policies weren’t strong enough, or if they were overzealous, we are where we are.
Albert Bridge Capital manages concentrated long-only equity portfolios for institutional investors.The hallmark of its Alpha Europe strategy is the application of tenets of behavioural finance to a rigorous, fundamental, process-oriented research process.