high active share
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 22, 2019 by David Zorub · across every show →
Everything said about high active share, oldest first
Apr 22, 2019
Zorub: Outperformance requires high active share, concentration, and long-term horizons
“If you want to outperform, you construct your portfolios with high active share, which means your portfolio doesn't look like an index. You concentrate within that. You underwrite medium, longer term horizons, and you take a very fundamental approach.”