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long only bonds plus equities portfolio

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Sep 20, 2021 by Luke Ellis · across every show →

Everything said about long only bonds plus equities portfolio, oldest first

Sep 20, 2021 neutral
Insight
Ellis: Alpha portfolios require asset selection before portfolio construction
“If you're running a long only bonds plus equities portfolio, portfolio construction has to come first. And the selection of the assets is a definite second in an alpha portfolio. It's the other way around.”
Luke Ellis Sep 20, 2021 ▶ 14:36 Luke Ellis – The Man Behind The Man Group (Capital Allocators, EP.214)
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