Expected Return

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Expected Return, every show

Hight: Portfolio managers should trim winning positions as expected return declines
“We find managers should be trading around positions more. They're generally not, and the positions that's easiest to ignore is the one that's working and making you money, and so what happens in that situation is the price is going up, which means the position…”
Cameron Hight Mar 12, 2018 ▶ 1:10:05 Clare Flynn Levy and Cameron Hight - Moneyball for Managers (Capital Allocators, EP.43)

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