Podcast: Join Andy and Chris in a deep dive into the Three Pillars of Active Management – Concentration, Patience, and Discipline. They draw on empirical research to explain how these three pillars can lead to superior long-term returns for investors. By examining real-world examples and case studies, they shed light on the challenges and opportunities of navigating the complex world of active investing. Learn how these principles can lead to superior investment performance in today’s changing landscape.
Key sections in the podcast:
05:15 – Concentration
10:38 – Patience
14:52 – Discipline
22:00 – God’s portfolio too cannot avoid drawdowns
26:34 – Montaka & the three key dimensions
34:35 – Summary
Click on the player above to listen. Alternatively, click on this link: https://podcasters.spotify.com/pod/show/montaka
