fundamental managers
also referred to as: fundamental manager
4 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Sep 21, 2020 by Sir Paul Marshall · across every show →
Everything said about fundamental managers, oldest first
Sep 21, 2020 positive
Sep 21, 2020 positive
Fundamental managers beat systematic strategies during the Brexit and Trump shocks
“And the big advantage I would say that fundamental managers have over systematic investing generally is their ability to React quickly to a new paradigm. And so when you get a big event in markets, you're typically at least for two or three months. And we had …”
Feb 19, 2024 neutral
Mauboussin: Finding superstar compounders creates difficult portfolio diversification challenges
“The one thing I'll point out though, I guess to state the obvious, is if you do find one or two or three of these superstar companies, They appreciate a lot, and they get really big in your portfolio, and so you get in these interesting challenges with diversi…”