Here at the firm, we don’t believe in concentrating any client’s money into a single fund or strategy, for obvious reasons. But as a thought experiment, Michael and I discuss a hypothetical scenario where you had to pick just one person. We also get into whether or not it’s too soon to get excited about football, the popularity of private equity in pitches to wealthy investors, the Facebook freakout and a lot more.
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[…] Here at the firm, we don’t believe in concentrating any client’s money into a single fund or strategy, for obvious reasons. But as a thought experiment, Michael and I discuss a hypothetical scenario where you had to pick just one person. We also get into whether or not it’s too soon to get excited about football, the popularity of private equity in pitches to wealthy investors, the Facebook freakout and … Source: http://thereformedbroker.com/2018/08/01/if-you-had-to-pick-a-single-manager-for-all-your-money/ […]
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