(Harvest) Is your firm’s money manager coming across as a stock picker or as a portfolio manager? Is your investment strategy being marketed as if it is a serendipitous assembly of a bunch of onesie stock picks, or as a thoughtful assembly of a basket of holdings? Is your portfolio manager giving the impression in sales meetings that she just has the mindset of a sell-side research analyst or a day trader rather than a portfolio manager?
The Stock Picker vs Portfolio Manager Communications Challenge
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