Logica Capital On Their Favorite Stocks – ValueWalk Premium
Aswath Damodaran

Logica Capital On Their Favorite Stocks

ValueWalk's Raul Panganiban interviews Wayne Himelsein, the President and CIO Logica Capital Advisers. In this part, Wayne discusses the underperformance for stock selecting managers, sticking to the highest conviction in a portfolio, his portfolio construction strategy for a high conviction basket, the uncertainity of the markets, his emotional discipline,  and what is it like to be a good quant.

Q2 hedge fund letters, conference, scoops etc

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