27 min listen
Picking Stocks for the Long Run: 4 Portfolio Managers Share Their Thoughts
Picking Stocks for the Long Run: 4 Portfolio Managers Share Their Thoughts
ratings:
Length:
38 minutes
Released:
Jan 13, 2020
Format:
Podcast episode
Description
Four portfolio managers describe how they evaluate and select stocks for their concentrated portfolios.
Released:
Jan 13, 2020
Format:
Podcast episode
Titles in the series (100)
Thinking in Bets, and About Biases: A Deep Dive into Using Behavioral Science Techniques in Investing: Advisors and investors are hearing more and more about behavioral science and behavioral economics, essentially how our humanity gets in the way of rationality, and what we can do to improve our decision-making. But what about investment managers themselves? Are they naturally more rational? How can a portfolio manager avoid making behavioral errors? Host Drew Carter is joined by Dan Kemp, chief investment officer for EMEA at Morningstar Investment Management. In this episode, Drew and Dan will discuss who is susceptible to behavioral biases and Annie Duke's book, 'Thinking in Bets.' by Simple, but Not Easy