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 Pizar

Evidence 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 PozharnyExcess Returns
Created: 8/11/2026, 6:50:32 AM

My Notes

Loading notes...