Bottom-Up Investment Strategy
The discussion emphasizes the importance of a bottom-up approach to investing, focusing on acquiring quality assets while maintaining a macro perspective. By blending diverse asset classes and fostering a long-term mindset, the strategy aims to identify companies that will compound over time. This shift towards a quality-centric portfolio reflects a commitment to understanding and investing in great companies across various sectors.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Mario Therrien – The Canadian Pension Model (Capital Allocators, EP.12)
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