Remove Benchmarking Remove Concentration Remove Hurdle Rate Remove Leadership
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Transcript: Stephen Suttmeier

Barry Ritholtz

Here’s how I would identify a core along you, you first and foremost, you identify what your benchmark is, how are you measuring your performance? And what it’s telling us now is that some of the, the cyclical sectors like financials, materials, industrials, they had a chance to rotate into a bigger leadership position and failed.