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portfolio turnover

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Mar 25, 2019 by Jordi Visser · across every show →

Everything said about portfolio turnover, oldest first

Mar 25, 2019 positive
Insight
Smart turnover is the most important factor for persistent investment returns
“And to do that, the number one factor we saw over time was the ability of having smart turnover.”
Jordi Visser Mar 25, 2019 ▶ 26:17 Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
Jun 8, 2023 neutral
Disclosure
Falbe targets under 20% turnover and 5-year holding periods at Saguaro
“I am guessing we're going to have less than 20% turnover. So I don't know exactly, but I'm very hopeful it's longer than five years.”
Jim Falbe Jun 8, 2023 ▶ 39:17 Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
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