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I think it went okay
I miss BNA 🥺
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How much was your bonus this year?
Any needs a great cfa tutor dm me.
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Lmao.
Learn what they do everyday and see what you can take off their hands. Have a watchlist of names they are interested in and stay on top of the news
Are they fundamental investors? Then see what their biases are and find investments that work for their style
Thanks, that's very helpful. Our fund is fundamental with a macro / technical overlay based on momentum, what's breaking out / down etc. The PMs are pretty hands-on and every stock has a lead PM / analyst so I imagine they'll just move onto the next stock if I take a stock off them. For us, there's PMs that are great with understanding businesses and building relationships with sales, others who are strong with BB, reading the charts and technical signs (value vs growth, defensive vs cyclical) to drive sector and factor re-weighting so there's no real common theme. I'm curious if you see each PM has a common theme or really yourself and your peer PMs have vastly different strengths that the founders / CEOs value?
Wait for the current PM to retire. It's tough out there. Good luck