Most PMs are considered to have Type A personalities. Many have
strong opinions and tend not to mince words. So why is it that
their materials – websites, decks, blog posts,
whitepapers, whatever – are typically devoid of strong
statements?
Look at the typical website homepage...
"We are a registered investment advisor that seeks high
risk-adjusted returns...blah, blah, blah."
Could the message be any more sanitized? After all, what manager
doesn't "seek high risk-adjusted returns?"
Look – it's okay to have a strong opinion or beliefs.
It's these strong beliefs that make you a good investment
manager. It's okay that not everyone agrees with those beliefs.
As a matter of fact, if you say something that everyone agrees
with, you are basically saying nothing at all. Who needs you if
what you are providing is offered by absolutely everyone else and
doesn't make them any better, smarter, or curious?
