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investment horizon

also referred to as: investment horizons

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Apr 13, 2017 by Steve Galbraith · across every show →

Everything said about investment horizon, oldest first

Apr 13, 2017
Insight
Asset managers being wrong for 18 months is functionally mutually exclusive
“Investment horizons have shrunk to the point that running a commercial business and being wrong for 18 months is almost mutually exclusive.”
Steve Galbraith Apr 13, 2017 ▶ 39:44 Steven Galbraith – Five Tool Player (Capital Allocators, EP.01)
Nov 14, 2022
Insight
A true investment horizon is how long you endure underperformance
“I think an investment horizon is fundamentally about the length of time one can remain committed To an investment strategy that is broadly performing as expected without getting stopped out. For me, the big value of possessing a long horizon is the ability to …”
Geoffrey Rubin Nov 14, 2022 ▶ 27:08 Geoffrey Rubin – The Modern Canadian Model at CPPIB (Capital Allocators, EP.280)
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