In this presentation Leon covers the performance of the best professional investors, based on the must read book: The Art of Execution, and discusses the findings of the different personality types. Leon starts with an enlightening poll to test the room on their behaviours. This serves to show the different trading behaviours of the personality types cited: rabbits, assassins and hunters. He goes on to cover what do with winning holdings, with the characteristics of the raider and connoisseurs. Then he takes the same filters as those outlined in the book, to scrutinize his own historic performance, under the same microscope, and highlights some interesting findings. Finally, he offers his own stock pick.
Poll – 01:50
– What’s your portfolio worth?
– Other behavioural questions
Introduction to Leon Boros – 05:24
ISA value – 05:50
The art of execution – 07:18
The rabbit – 10.40
The assassin – 17:15
The hunter – 21:48
I’m winning what should I do?
The raider – 22:50
Connoisseurs – 27:40
Performance states over 25 yrs – 32:00
Outstanding performance – 38:42
Stock idea – 39:44
PIWORLD provides investors with the latest news and insight about listed companies and their management through either live or recorded investor presentations, management interviews, Capital Market Days and corporate overviews, together with interviews with leading fund managers or esteemed private investors in the small cap world.
PIWORLD delivers high quality audio and video content to present anything from full-year & interim results to Capital Markets Days and corporate overviews. We bridge the gap between listed companies and the private investor community, who drive the share price and provide liquidity, providing a time and cost effective medium to reach this diverse and important audience.
