Alfred Hitchcock is supposed to have said “movies are like life with the boring bits cut out.” And so, films make everything seem dramatic.
Finance movies are no exception here. The setting is always the high intensity trading floor, and the characters are unscrupulous Gordon Gekkos or Jordan Belforts. But, that is not a fair reflection of investing. As portfolio managers, we spend much of our time monitoring the world, reviewing the positions we already have and tweaking our process. JPES Partners' Donohoe: Investment industry faces a perfect green storm Of course, there will be moments of drama. The 2020 recession was one of those periods. We made a lot of changes to portfolios but these were only effective becaus...
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