47 min listen
Ep. 119: Jim Golan: Building A High-Conviction Portfolio For The Long Haul
Ep. 119: Jim Golan: Building A High-Conviction Portfolio For The Long Haul
ratings:
Length:
47 minutes
Released:
Jul 1, 2021
Format:
Podcast episode
Description
Jim Golan, co-portfolio manager of the William Blair Investing Management Large-Cap Growth Fund, joined the podcast this week to discuss how he builds a high-conviction portfolio with a long-term view for holdings. With a low turnover in the fund, Golan discusses his stringent criteria for adds. Plus, we take a look at some companies that reinvented themselves and could still be in the early innings of big moves: Intuit (INTU), Microsoft (MSFT), and Accenture (ACN). For show notes and charts, visit investors.com/podcast.
Released:
Jul 1, 2021
Format:
Podcast episode
Titles in the series (100)
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