Jacob does not favor frequent or drastic strategy re-evaluation; it would be highly unusual to re-evaluate an entire strategy more than once every couple of years; the focus is instead on identifying when model assumptions fail and adjusting positions accordingly, not wholesale strategy changes.
factualpending
Speaker
Jacob PizarEvidence Quote
“I don't like to change strategies very often um 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, 7:46:05 AM
My Notes
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