How Good Is Paulson's Stock Picking? A Look At Performance By Industry

Industry-Specific Security Selection - Paulson & Co by AlphaBetaWorks Insights
Managers Are Skilled in Specific Areas, Seldom Excellent at Everything
Investors typically treat all ideas of excellent managers with equal deference. This is a mistake. Most skilled managers achieve positive risk-adjusted performance in a few specific areas, and under-perform in others. This article continues the series surveying specific skills of widely-followed investment managers.
Paulson & Co – Long Equity Security Selection
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