exceptional returns
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 11, 2020 by Larry Siegel · across every show →
Everything said about exceptional returns, oldest first
May 11, 2020 neutral
Siegel: Exceptional returns require managers who teach allocators something genuinely new
“When you're evaluating a manager,
You've pretty much heard all their sales pitches.
You know all of them personally.
You know pretty much what they know.
You just don't do the detailed work that they do.
So if you meet one who teaches you something that's real…”