Flagship Strategies

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Flagship Strategies, every show

CAPITAL ALLOCATORS Assertion Not checkable as stated
Largest portfolio weights historically drove disproportionate value in Sands strategies
“Ideally, what you'd like to see is when you're doing a look back over rolling previous five, 10 plus year basis, is that your largest weights were disproportionate Contributors to value creation for the portfolio, and then that you had fewer mistakes in your l…”
Brian Christensen Jan 11, 2024 ▶ 29:41 Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)

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