How Good Are Greenlight's Stock Picking Skills? A Look At Returns By SectorGuest Post
Industry-Specific Security Selection - Greenlight Capital 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 usually a mistake – even the most skilled managers are seldom equally skilled in all areas. Skilled managers may derive all of their risk-adjusted performance from a few specific areas, and under-perform in others.
Greenlight Capital – Long Equity Security Selection . . .
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