Small Cap Manager
topic on 1 show · 1 statements across 1 episodes
1 statements about Small Cap Manager, every show
Investment committee governance decisions destroy massive value while chasing marginal alpha
“Everybody's had lots of decades of concentrating on why the small cap manager ought to beat the benchmark by 50 basis points. And yet, a lot of times, the governance decisions that are coming out of the committees are destroying massive amounts of value, and n…”