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Portfolio Turnover

topic on 1 show · 2 statements across 2 episodes

Capital Allocators

2 statements about Portfolio Turnover, every show

CAPITAL ALLOCATORS Disclosure
Falbe targets under 20% turnover and 5-year holding periods at Saguaro
“I am guessing we're going to have less than 20% turnover. So I don't know exactly, but I'm very hopeful it's longer than five years.”
Jim Falbe Jun 8, 2023 ▶ 39:17 Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
CAPITAL ALLOCATORS Insight
Smart turnover is the most important factor for persistent investment returns
“And to do that, the number one factor we saw over time was the ability of having smart turnover.”
Jordi Visser Mar 25, 2019 ▶ 26:17 Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)

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