The self-aware investor

Behavioral influences affect all portfolio managers – especially when selling. Self-awareness enables you to manage behavioral tendencies and generate higher alpha.

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Case Study : Turning Losers into Gains

"A negative value in this quadrant suggests that some losers are persistently being held too long. Selling these positions more effectively can enable a manager to redeploy this unproductive capital into new positions that can lift portfolio performance.

Holding on to losers in hopes of a rebound sometimes works, but for this manager...