Blood: Generation turns over its portfolio roughly once every 2 to 3 years
David Blood · Sustainable Investing 5: David Blood - Pioneering a Generation (Capital Allocators, EP.143) · Jun 22, 2020 · at 39:38
David Blood, co-founder of Generation Investment Management, explains the firm's holding period and portfolio turnover rate.
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“Well, we very clearly talk about being long-term, and our portfolios will turn over sort of once every two or three years.”
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