flagship strategies
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 11, 2024 by Brian Christensen · across every show →
Everything said about flagship strategies, oldest first
Jan 11, 2024 positive
Largest portfolio weights historically drove disproportionate value in Sands strategies
“Ideally, what you'd like to see is when you're doing a look back over rolling previous five, 10 plus year basis, is that your largest weights were disproportionate Contributors to value creation for the portfolio, and then that you had fewer mistakes in your l…”