Concentrated Long Manager

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Concentrated Long Manager, every show

CAPITAL ALLOCATORS Assertion Not checkable as stated
Cocke: Concentrated 10-position equity managers were distinctly uncommon in early 2000s
“A concentrated long manager who might only have 10 positions at that time was distinctly uncommon, but that was also the kind of thing that would have fallen within my purview.”
Chas Cocke Nov 29, 2021 ▶ 11:42 Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)

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