High Conviction Managers
topic on 1 show · 1 statements across 1 episodes
1 statements about High Conviction Managers, every show
Recker: Active managers holding 50 stocks are not high conviction
“We generally like managers that are 10 to 15 stock managers. So, if I'm gonna pay you a fee, pick, don't just be a closet benchmarker. So, it's funny when I meet some managers and they tell me, oh, we're high conviction, we have 50 stocks. I'm like, yeah, that…”