Albert Bridge Capital Ignores Sector and Country Benchmark Weights Entirely
Drew Dickson · Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13) · Nov 25, 2019 · at 39:27
Drew Dickson, founder and CIO of Albert Bridge Capital, explains the firm's bottom-up portfolio construction strategy to Ted Seides.
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“And by design, we do not care about overweights or underweights in particular sectors or countries. If it turns out that we're finding no healthcare equipment ideas in Switzerland, we don't own any healthcare equipment ideas in Switzerland.”
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