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Portfolio Management
The Sacrilegious Diaries: The Benefits of Turnover
For a fundamental, value-oriented investor, we are reasonably active in the management of our portfolio names.
Read MoreWoody was Right
If you are managing a portfolio of equity investments, whether personally or institutionally, there are many factors that (should) go into its construction.
Read MoreThe Mathematics of Maintaining Bet Size
We aren’t big fans of dipping our toes in the water when entering a position, nor of timidly reducing when exiting.
Read MoreHalf Hearted Is Half Minded
After discovering the next great investment idea, why is it so easy to start with a half-sized position, watch it a bit, and then go full-sized later?
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Suite 109, 81 Fulham Road
London, SW3 6RD
+44 (0) 203 826 0206
