Advice from a Top Decile Multi-Manager PM

Idea velocity, holding period & risk, duration.

This is the third edition of Mt. Rushmore - a series where I share insights from conversations with the most prolific Portfolio Managers in the multi-manager (MM) world.

I recently spoke with a top decile Portfolio Manager from a large MM and want to share some takeaways, including advice on idea velocity, how to think about holding period from a risk perspective, why duration comes with a cost in the MM world and when shorter-term ideas might be necessary in a balanced portfolio.

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