Adapting Investment Strategies
The conversation delves into the importance of maintaining core investing principles while adapting to evolving market conditions. Howard reflects on the challenges and opportunities in investing, likening it to golf, where perfection is elusive. The discussion highlights significant changes made in 2018 that led to profitable outcomes, emphasizing the need for continuous improvement and resilience in the face of setbacks.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
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