Brian Portnoy
5 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Jun 18, 2018 by Brian Portnoy · said 3 times in 3 episodes since 2021 · across every show →
On the record as a speaker too: Brian Portnoy's record, appearances and statements → this page counts the times other people say the name.
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brought up most by Ted Seides (3)
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2023 2 mentions in 2 episodes 1 per episode
Everything said about Brian Portnoy, oldest first
Jun 18, 2018
Portnoy: Investing success means meeting client expectations, not beating benchmarks
“What I concluded after putting a lot of thought and time into it over a couple years was that true success in investing, broadly defined, is when expectations Map up with outcomes. And I began to realize, not in its fullest fruition, in the second book I explo…”
Jun 18, 2018 negative
Volatility is genuine risk because it induces investors to abandon their plans
“The smartest of the smart guys say that volatility is not risk. And I strongly, strongly disagree. Because if you're, what you're really trying to do is achieve your goals in life, and the more volatile an investment is, Makes it more likely that you're going …”
Jun 18, 2018 positive
Portnoy: Institutional hedge fund wave began after 2000-2002 drawdown
“The big institutional wave into hedge funds began after the 2000 to 2002 drawdown because so many funds, as we've talked about for a long time, were prescient enough or smart enough to be long value and short growth, and they survived 99, and they put up absol…”
Jun 18, 2018
Evaluating allocator skill requires tracking the performance of passed investment opportunities
“Well, you can't really say whether you're skilled or not if, unless you think about the 99 that you passed on and whether they worked out on an absolute basis and relative to the one decision that you did make.”
Jun 18, 2018 neutral