Nelson Wu: The Returns Just Aren’t There Because Everybody’s Doing The Same Thing

ValueWalk’s Raul Panganiban interviews Nelson Wu, the founder of OpenSquare Capital. In this part, Nelson discusses his thoughts on passive investing versus active, portfolio diversification, contrarian investing, dealing with volatile moments, the level of stress on money managers, how he manages risk, and where he develop the credit analysis. See part 1 here. See part 2 here. See part 3 here. See part 5 here. Q2 hedge fund letters, conference, scoops etc And then going to the passive, what are your thoughts on passive investing versus active? There’s nothing wrong with it. I think for most investors it makes sense….