Aggressive_Site8339

Aggressive_Site8339 t1_j9tfvcp wrote

Not trend, theme. Literally what the fund is about. Met her and her team and she presented this to us. She is extremely sharp, just builds positions in names/themes for the forever time frame. Doesn’t chase returns, only size in a few themes. Its not what you or I try to do, but returns over a X-yr cycle they work out, or so we’re told.

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