Quote:
Originally Posted by Stu from NYC
Back in my days as a credit analyst, thought there was value in sitting down with owner and/or controller over how the company is doing as well as its prospects.
Very often my gut feeling about management was proven correct.
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yes, totally agree with that for the job, but talking about investment portfolio management of billions of dollars. . you can't scale to that level and be profitable. . . cost to manage portfolio is too high
But with huge amounts of money, one person can now manage billions with ETFS and Machine learning algorithms.
wsj.com
behind paywall, but just the words visible gives enough information . .