Consensus in Investing
Emphasizing a consensus-driven approach, John advocates for valuing all opinions, regardless of seniority, in investment discussions. He warns against the pitfalls of co-investing, particularly the risk of misaligning portfolio sizes and positions, and highlights the importance of focusing on net returns rather than just fees.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
John Barber – The Art of Co-Investing at Cohesive Capital (Manager Meetings, EP.31)
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