Ivy Asset Management

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 5, 2018 by Basil Qunibi · said 9 times in 1 episodes since 2018 · across every show →

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brought up most by Basil Qunibi (7), Ted Seides (2)

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Everything said about Ivy Asset Management, oldest first

Mar 5, 2018 negative
Insight
Allocators overly anchor manager assessments on trailing twelve-month performance
“Much of it really centered around the individual portfolio manager, the quality of that portfolio manager, the quality of the team, the quality of the process, the edge, but it often was highly linked to the last 12 months performance. We'd anchor off of that.…”
Basil Qunibi Mar 5, 2018 ▶ 9:28 Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)
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