Cocke: Concentrated 10-position equity managers were distinctly uncommon in early 2000s
Chas Cocke · Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224) · Nov 29, 2021 · at 11:42
Chas Cocke, founder of LB Partners, reflects on the evolution of concentrated equity management while allocating capital at UVIMCO in 2002.
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“A concentrated long manager who might only have 10 positions at that time was distinctly uncommon, but that was also the kind of thing that would have fallen within my purview.”
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