sole practitioner
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 5, 2026 by Mike Gitlin · across every show →
Everything said about sole practitioner, oldest first
Jan 5, 2026 negative
Large single-manager funds inevitably force the inclusion of low-conviction ideas
“When you're a sole practitioner in a strategy, and you're managing a lot of money, and you're diversified, you could be left with someone's less high conviction parts of the portfolio. The bottom 25% of their conviction names, why would you want those in a por…”