high conviction managers
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 20, 2019 by Tim Recker · across every show →
Everything said about high conviction managers, oldest first
May 20, 2019 negative
Recker: Active managers holding 50 stocks are not high conviction
“We generally like managers that are 10 to 15 stock managers. So, if I'm gonna pay you a fee, pick, don't just be a closet benchmarker. So, it's funny when I meet some managers and they tell me, oh, we're high conviction, we have 50 stocks. I'm like, yeah, that…”