Videos: Fund Manager Q&As
How important is the discipline in your investment process when investor emotions run high?
Any process is about replicability, and we try to look through the noise to see what the average return from a company ahead of its short-term returns. People panic over price changes, as can be seen in the relatively small decreases in property values, but buyers should be excited about the opportunity to buy more of a good company at a cheaper price.
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