expected return

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 12, 2018 by Cameron Hight · across every show →

Everything said about expected return, oldest first

Mar 12, 2018 neutral
Insight
Hight: Portfolio managers should trim winning positions as expected return declines
“We find managers should be trading around positions more. They're generally not, and the positions that's easiest to ignore is the one that's working and making you money, and so what happens in that situation is the price is going up, which means the position…”
Cameron Hight Mar 12, 2018 ▶ 1:10:05 Clare Flynn Levy and Cameron Hight - Moneyball for Managers (Capital Allocators, EP.43)
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