ValueWalk's Raul Panganiban interviews Wayne Himelsein, the President and CIO Logica Capital Advisers. In this part, Wayne discusses the underperformance for stock selecting managers, sticking to the highest conviction in a portfolio, his portfolio construction strategy for a high conviction basket, the uncertainity of the markets, his emotional discipline, and what is it like to be a good quant.
Q2 hedge fund letters, conference, scoops etc
- See part 1 here.
- See part 2 here.
- See part 4 here.

Okay, yeah and i just want to know here is why is there underperformance for stock selecting managers?
Underperformance for stock selecting...

