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07/18/20 3:57 PM

#980 RE: bb221 #975

Here is a view into the mind of a big investor Omar Taheri, https://www.linkedin.com/in/omar-taheri-2bb56725/?miniProfileUrn=urn%3Ali%3Afs_miniProfile%3AACoAAAU-Yu8Bw_PpuCtxIPQD1yoaEeBA0AkHG3U

Who wants to invest in Juniors. To me it is an interesting thread.


Omar Taheri, "Question to my fund manager friends who run smaller funds:"

How do you find uncovered stocks ? Most of the time we reach out to fund they tell us they only look at large cap names. How can one justify charging 2/20 by following what everyone else is following ? I am wondering what advantage a small fund would have versus a larger fund if they are just buying the same names ? Id much rather buy an index or go with the fund with the lowest total expense ratio.

https://www.linkedin.com/feed/update/urn%3Ali%3Aactivity%3A6686516809358745600/?commentUrn=urn%3Ali%3Acomment%3A%28activity%3A6686254542625091584%2C6686516773723926529%29