The nature of the Portfolio Manager - Analyst relationship
secondmouseplan.substack.com
Dear disgruntled reader: I aim to send part 2 of The Second Mouse Plan later this month. In the meantime, I wrote this essay on the true nature of the analyst’s role when working for a portfolio manager. This piece originates from a discussion I was having with an analyst who felt confused about his role. It might also help cure some delusions many portfolio managers have, but that might be too optimistic. I hope the essay is better than the title.
The nature of the Portfolio Manager - Analyst relationship
The nature of the Portfolio Manager - Analyst…
The nature of the Portfolio Manager - Analyst relationship
Dear disgruntled reader: I aim to send part 2 of The Second Mouse Plan later this month. In the meantime, I wrote this essay on the true nature of the analyst’s role when working for a portfolio manager. This piece originates from a discussion I was having with an analyst who felt confused about his role. It might also help cure some delusions many portfolio managers have, but that might be too optimistic. I hope the essay is better than the title.