Low portfolio turnover as a "feature"

Eric Franklin

Jun 6, 2020

I like this quote, as it embodies the philosophy we use in both of our Separately Managed Account strategies (Long-Short and Growth). While the present investing environment has provided us more than our usual opportunity to "trade up," we believe that we should soon regress back to our normal strategy of "benign neglect.” We look forward to watching paint dry while our portfolio businesses gain in relative strength.
I like this quote, as it embodies the philosophy we use in both of our Separately Managed Account strategies (Long-Short and Growth). While the present investing environment has provided us more than our usual opportunity to "trade up," we believe that we should soon regress back to our normal strategy of "benign neglect.” We look forward to watching paint dry while our portfolio businesses gain in relative strength.
I like this quote, as it embodies the philosophy we use in both of our Separately Managed Account strategies (Long-Short and Growth). While the present investing environment has provided us more than our usual opportunity to "trade up," we believe that we should soon regress back to our normal strategy of "benign neglect.” We look forward to watching paint dry while our portfolio businesses gain in relative strength.

7724 35th Ave NE #15170

Seattle, WA 98115-9955

(971) 716-1991

hello@prosperowealth.com

Prospero Wealth, LLC (“PW”) is a registered investment advisor offering advisory services in the States of Washington, Oregon, and California and in other jurisdictions where exempted. We are conditionally registered in Texas.

© Prospero Wealth 2024. All rights reserved.

7724 35th Ave NE #15170

Seattle, WA 98115-9955

(971) 716-1991

hello@prosperowealth.com

Prospero Wealth, LLC (“PW”) is a registered investment advisor offering advisory services in the States of Washington, Oregon, and California and in other jurisdictions where exempted. We are conditionally registered in Texas.

© Prospero Wealth 2024. All rights reserved.

7724 35th Ave NE #15170

Seattle, WA 98115-9955

(971) 716-1991

hello@prosperowealth.com

Prospero Wealth, LLC (“PW”) is a registered investment advisor offering advisory services in the states of Washington, Oregon, California, and in other jurisdictions where exempted.

© Prospero Wealth 2024. All rights reserved.