Filtered by speaker:Cole Wilcox×
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3 results for “focus strategy” by Cole Wilcox
Concept5 mentions across episodes
focus
Let me hammer that home to the listeners because the amount of conversations I've had in the past fifteen, twenty years where someone was like, oh, well, why is this portfolio underperforming? Why is it outperforming? Why do you have this overexposur
28:35 / 29:41
from transcript28:35 – 29:41
...our strategy is attempting to do something different than a market index. We're not trying to replicate market indexes. We're trying to do something very different. For better or worse, your active bet will either do well or do poorly, but you need t
27:42 / 28:56
from transcript27:42 – 28:56
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