Seetharam: A Very Small Number of Decisions Drive Portfolio Returns
Anil Seetharam · Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397) · Jul 22, 2024 · at 59:24
Anil Seetharam, Managing Director at Stockbridge, reflects on fifteen-year institutional lessons regarding portfolio sizing and decision discipline.
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“It's very easy in this to think about making a shorter term trade or adding a smaller position to the portfolio, but that's not really what we're set up to do. And when we do that, We're more likely to make a mistake, and so what we've really honed in on is just really trying to make a very, very small number of good decisions, because ultimately those are going to drive the bulk of your returns.”
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