Jacob would not typically re-evaluate an entire strategy more than once every couple of years, which would be very unusual, preferring to focus team effort on understanding when specific model assumptions fail.
factualpending
Speaker
Jacob PizarEvidence Quote
“it would be unusual for me to re-evaluate uh an entire strategy more than once every couple of years”
Source
Redefining Value Investing in a Magnificent Seven Dominated World | Jacob Pozharny— Excess ReturnsCreated: 8/11/2026, 6:50:32 AM
My Notes
Loading notes...