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Every hedge fund manager brags about their conviction. This EM manager says it's the exact thing that blows up portfolios: Sinan Xin runs an EM tech long/short fund that's beaten MSCI World over 3 years at 30-40% net. Sinan Xin explains: "Conviction is sometimes an abused term in the... show more
65,053 views • 2 months ago •via X (Twitter)
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