Character Over Numbers
Understanding a manager's character is crucial for long-term investment success. Insights reveal that personal connections, such as speaking with neighbors and college friends, provide a deeper understanding of a manager's integrity and behavior. If someone displays troubling traits, like cursing at neighbors, it raises red flags that could jeopardize future investments. Trust and character often outweigh mere numerical analysis in the investment world.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
David Morehead – Top Down Allocation at Baylor (EP.381)
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