all-cap strategy
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 16, 2021 by Ryan Batchelor · across every show →
Everything said about all-cap strategy, oldest first
Sep 16, 2021 positive
Batchelor: Overweighting deep value added 50 percentage points of return
“We've actually done an analysis of this and over the first 11 years, almost 11 years of our all cap strategy, it's added an incremental 50 percentage points to the total return, the ability to opportunistically overweight that deep value sleeve.”