Mid Cap Insights
Will discusses the advantages of investing in mid-cap stocks for long-term alpha generation. He shares insights from a recent offsite where his team analyzed historical data, revealing that their strongest value addition comes from security selection and position sizing, rather than trading. This reflection prompts a strategic reevaluation of how they allocate decision-making resources.In this clip
From this podcast

Capital Allocators – Inside the Institutional Investment Industry
Will Cook - Sunriver Management (Manager Meetings, EP.22)
Related Questions