Adam Karr

“One of the things that we did a couple years ago which has been really interesting is we created this, what we call decision analytics initiative, right? So we have a standalone team for individuals. We went out and got third party software and we run all thes…”

“So we, all of our fees are performance-based, but they're refundable. So when we go through these periods that we're underperforming, we refunding fees back to them in the same ratio.”

“There are studies that show that those people that are better at describing what emotions they're feeling end up demonstrating better investment performance.”

“One of the things that we do is all of our analysts run paper portfolios or model portfolios. And this is something we've done for decades.”

“You can have any mentor in the world that you want. There's so much out there, like, pick somebody that you really respect, and just, like, be a sponge, get obsessive, learn everything you can about them. How did they do it? What did they do? Like you can real…”

“So when I'm initiating a position, I tend to scale into it. So let's say I want to take it to three percent of capital. I'll buy 50 basis points, you know, another 50 and I'll scale into it. Turns out that's wrong. The bias that I'm demonstrating the reversion…”

“Very leery to go into turnaround situations where I'm betting on the management team making some kind of dramatic change. Like the base rates suck. It's very difficult to do”