Interview with Lee Freeman-Shor

Featuring Lee Freeman-Shor

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.

Published on
19 January, 2016
Topic
Investment Framework, Psychology, Positioning
Duration
26 minutes
Asset class
Equities
Rating
21

Comments

  • PM

    Peter M.

    1 7 2016 18:52

    0       0

    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 4 2016 23:15

    0       0

    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 1 2016 15:36

    1       0

    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 1 2016 14:54

    1       0

    For the 'hunters' out there: "Markets can remain irrational a lot longer than you and I can remain solvent."

  • RC

    Robert C.

    23 1 2016 18:14

    1       0

    One of the best pieces I have seen. Some really great points on investment behavior.

  • LA

    Linda A.

    20 1 2016 15:29

    3       0

    Cut your losses short and let your profits run like a rabbit

  • SS

    Sam S.

    20 1 2016 13:28

    2       0

    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 1 2016 11:31

    6       0

    I am a tired hunter with gold!

  • AE

    Anders E.

    20 1 2016 03:39

    1       0

    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 1 2016 01:13

    18       0

    I just realized im a rabbit. Shit.

  • WM

    William M.

    19 1 2016 20:16

    3       0

    very helpful! I'm buying his book today!
    another outstanding video - thanks!!!

  • RM

    Richard M.

    19 1 2016 17:21

    5       0

    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 1 2016 15:25

    8       0

    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!