Katie Hall: Allocators Should Systematically Trim Winners Over Binary All-Or-Nothing Calls
Katie Hall · Katie Hall – Hall Capital Partners (Capital Allocators, EP.213) · Sep 13, 2021 · at 35:23
Katie Hall of Hall Capital Partners explains their portfolio management discipline during periods of market outperformance.
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“And it's really the discipline to keep trimming back as opposed to necessarily feeling these make the all the way in or all the way out call. But maintaining that disability of trimming back is really what you have to do.”
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