Zeke Ashton of Centaur on how value investors should think about Position Sizing and Portfolio Management. Zeke Ashton also runs the Tilson Dividend Fund, which has a phenomenal track record. As a side note, Whitney Tilson has nothing to do with the management of the mutual fund (and certainly not the hedge fund), this was confirmed by someone who worked there. Additionally, without getting into a debate about performance, Whitney Tilson is an extremely kind person from my experience, a quality which is very rare in the hedge fund (or media!) industry in New York, and I personally consider it the most important trait. Without further to do, Zeke Ashton on value investing and managing a portfolio:
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