NOTA DEL EDITOR: El siguiente artículo es escrito por Yaron Naymark, Portfolio Manager de 1 Main Capital.
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Dado mi enfoque generalmente a largo plazo al evaluar negocios y mi preferencia por inversiones que puedan capitalizar los beneficios con el tiempo, considero que el alto nivel de rotación en las cinco primeras posiciones del fondo no es característico y es poco probable que ocurra de manera constante. Hay dos razones por las que prefiero las compounders a largo plazo sobre las re-raters a corto plazo.
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