Margin of Safety » Stan Majcher http://amarginofsafety.com "...to distill the secret of sound investment into three words..." Fri, 26 Jun 2020 18:44:00 +0000 en hourly 1 http://wordpress.org/?v=3.2 Stan Majcher (Hotchkis & Wiley Value Portfolio Manager) Interview at Morningstar http://amarginofsafety.com/2010/12/17/stan-majcher-hotchkis-wiley-value-portfolio-manager-interview-at-morningstar/?utm_source=rss&utm_medium=rss&utm_campaign=stan-majcher-hotchkis-wiley-value-portfolio-manager-interview-at-morningstar http://amarginofsafety.com/2010/12/17/stan-majcher-hotchkis-wiley-value-portfolio-manager-interview-at-morningstar/#comments Fri, 17 Dec 2010 17:16:36 +0000 Ray Galkowski, CFA http://amarginofsafety.com/?p=424 Continue reading →]]> As Stan says, the only risk that we as portfolio managers can truly control is the price that we pay for our investments. In other words, we must make a purchase only when all of our research tells us that there is a margin of safety. I agree with everything Stan says in this video including limiting the amount of assets that the firm has under management.

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