During their recent episode, Taylor, Carlisle, and Rich Pzena discussed Surviving 10 Straight Quarters of Massive Underperformance. Here’s an excerpt from the episode: Rich: So, I’ll tell you my story from 1999. We had started our business in 1996, and we had a good first couple years, and got to … Read More
VALUE: After Hours (S07 E13): Billion-Dollar Advisors, Underperforming Portfolios
During their recent episode, Taylor, Carlisle, and Barry Ritholz discussed Billion-Dollar Advisors, Underperforming Portfolios. Here’s an excerpt from the episode: There was this big Bloomberg story about a family. They’re German, like generations of German chemical industrialists that survived both wars and built a small fortune. The problem is it … Read More