ICAP M

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about ICAP M, every show

Valid Investment Factors Require a Clear Risk or Behavioral Rationale
“Factors are things that either have to have a risk story related to them, and that's why they behave a certain way, or a behavioral story. It can't be that something had a certain behavior over some period of time, and that somehow means it's sustainable and i…”
Drew Dickson Nov 25, 2019 ▶ 51:49 Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13)

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