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A Storied Portfolio

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Portfolio management is built on intentions — expressed by the theses of positions held over time. Each buy, hold, and sell decision comes with a story describing and defending the position's role in the portfolio. Though research analysts and portfolio managers consider the thesis as the objective assessment of an asset, the actual arc of these stories over the life of a position often tells a different tale.

Portfolio managers are required to make decisions based on predictions that may or may not be well-suited. The uncertainty of those decisions can incite different emotions. Consequently, emotions can impact how a thesis is developed if they are not properly managed.

This essay discusses the storytelling that goes into thesis formulation and how professionals can harness the emotional factors within it for stronger and more repeatable results.

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