specialization
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 27, 2017 by Paul Sonkin · across every show →
Everything said about specialization, oldest first
Nov 27, 2017 negative
Sonkin: Top long-term outperforming investors have less specialization than allocators expect
“The other problem that we kind of see with allocators is that they're looking, well, and you can opine on this more than I can, is that they're looking for specialization, and if you look at the people that have really outperformed over long periods of time, t…”