Investment Process Insights
A thorough reference checking process is crucial in evaluating investment managers, as it provides a comprehensive view of their capabilities and character. Engaging with managers on their investment processes, particularly in the mid and small cap sectors, reveals their unique strengths in alpha generation, especially on the short side. This approach not only assesses their technical skills but also builds a personal connection, ensuring a well-rounded evaluation.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Will Cook - Sunriver Management (Manager Meetings, EP.22)
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