Interview with Lee Freeman-Shor

Published on
January 19th, 2016
Duration
26 minutes

Interview with Lee Freeman-Shor

The Interview ·
Featuring Lee Freeman-Shor

Published on: January 19th, 2016 • Duration: 26 minutes

Lee Freeman-Shor, Portfolio Manager, Old Mutual Global Investors, explains the importance of execution, highlighting the difference between 'Rabbits' and 'Hunters' - maximizing alpha by proactive portfolio management, vs. myopic focus on getting all the trades right.

Comments

  • PM
    Peter M.
    1 July 2016 @ 18:52
    Great interview, but I don't agree with adding substantially to a loosing position if it starts to recover (hunters), it works well 90% of time, but then a black swan comes and your account is already down, the big position turns into a big loss..on top of the initial loss
  • PS
    Phil S.
    4 April 2016 @ 23:15
    Just finished the book. Superb read. Trying to tolerate the pain of the gain and become a Connoisseur. Thank you Lee and RV for bring my mentor.
  • RM
    Richard M.
    28 January 2016 @ 15:36
    Just finished reading his book - it was awesome! Really common sense stuff but I've never seen it put together so well and convincingly! Great job Lee!
  • MM
    M. M.
    24 January 2016 @ 14:54
    For the 'hunters' out there: "Markets can remain irrational a lot longer than you and I can remain solvent."
  • RC
    Robert C.
    23 January 2016 @ 18:14
    One of the best pieces I have seen. Some really great points on investment behavior.
  • LA
    Linda A.
    20 January 2016 @ 15:29
    Cut your losses short and let your profits run like a rabbit
  • SS
    Sam S.
    20 January 2016 @ 13:28
    When provided an understanding of the importance of having a mental roadmap, attitude adjustments and tools in the toolbox, execution is all that is left. Winning is a choice. Thank you!
  • AB
    Alain B.
    20 January 2016 @ 11:31
    I am a tired hunter with gold!
  • AE
    Anders E.
    20 January 2016 @ 03:39
    if "winners" only have 2-3 big hits with an overall batting average of 1/3, it would seem that labeling may be more subject to chance than actual skill. True alphas are extremely rare + timing is key.
  • LW
    Lukasz W.
    20 January 2016 @ 01:13
    I just realized im a rabbit. Shit.
  • WM
    William M.
    19 January 2016 @ 20:16
    very helpful! I'm buying his book today! another outstanding video - thanks!!!
  • RM
    Richard M.
    19 January 2016 @ 17:21
    Hmmm, coincidence or not, you be the judge! Headline today on Jeff Saut's weekly commentary "Assassins, hunters, and rabbits . . . oh my". Did he get an advanced peek .
  • HB
    Heini B.
    19 January 2016 @ 15:25
    Trader coaching is a refreshing new feed for RV as its been a long time since Market Wizards came out. AMZN is my best performing short YTD, but it wont stop me logging on to buy the book!