discretionary managers
3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Jun 10, 2019 by Patrick O'Shaughnessy · across every show →
Everything said about discretionary managers, oldest first
Jun 10, 2019 positive
O'Shaughnessy: Qualitative analysis and portfolio concentration protect discretionary managers
“If you can handicap future scenarios based on all that you know about a business or an industry or a trend or whatever it might be, that's going to be hard for quants to replicate. And if you can concentrate In portfolio construction, that's also going to be v…”
Mar 1, 2021 neutral
May 29, 2023 positive
Fagan: Systematic quant managers are less 'black box' than emotional human investors
“If anything, I would make the argument that you can actually get more comfortable with certain quant managers than you can
With most discretionary ones for the obvious reason that they adhere to clear systematic processes.
The real black box is the human inves…”