concentrated long manager

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Nov 29, 2021 by Chas Cocke · across every show →

Everything said about concentrated long manager, oldest first

Nov 29, 2021 neutral
Assertion Not checkable as stated
Cocke: Concentrated 10-position equity managers were distinctly uncommon in early 2000s
“A concentrated long manager who might only have 10 positions at that time was distinctly uncommon, but that was also the kind of thing that would have fallen within my purview.”
Chas Cocke Nov 29, 2021 ▶ 11:42 Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
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