ValueWalk’s Raul Panganiban interviews Wayne Himelsein, the President and CIO Logica Capital Advisers. In this part, Wayne discusses the way the market behaves based on trading stocks, his collective market neutral approach to investing, if fundamentals matter, his risk management process, and the turnover of a a well traded portfolio. Q2 hedge fund letters, conference, scoops etc See part 1 here. See part 3 here. See part 4 here. Yeah. And Yep. So you are indeed during your career and being traded all those years. Can you tell me like how you come up with like, different ideas, difference to…
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