The Capital System
also referred to as: capital system
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 5, 2026 by Mike Gitlin · said 3 times in 1 episodes since 2026 · across every show →
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brought up most by Mike Gitlin (2), Ted Seides (1)
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2026 3 mentions in 1 episode
Everything said about The Capital System, oldest first
Jan 5, 2026 negative
Large single-manager funds inevitably force the inclusion of low-conviction ideas
“When you're a sole practitioner in a strategy, and you're managing a lot of money, and you're diversified, you could be left with someone's less high conviction parts of the portfolio. The bottom 25% of their conviction names, why would you want those in a por…”