active investment management
3 statements across 2 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 30, 2018 by Charlie Ellis · across every show →
Everything said about active investment management, oldest first
Jul 30, 2018 neutral
Jul 30, 2018 neutral
SEC disclosure rules eliminated active managers' private edge with company management
“First of all, the SEC now requires any publicly owned company that gives any useful information to any investor must simultaneously make a diligent effort to be sure everybody gets that same information. So no more private conversations with management.”