Sébastien Page
The Strategist
The long view, patient, analytical, playing several moves ahead.
Sébastien Page reads as The Strategist because he insists on separating tactical from strategic thinking, not as semantics but as an operational framework for building portfolios at T. Rowe Price.
“My motivation in particular for the book was to build a bridge between investment research, academic research, and the practice of investment with a focus on asset allocation decisions. So I reviewed over 200 papers. I integrated some insights from my colleagues at T-Ro Price, as well as from my own 20 years in the business.”
“Mapping people to the most important decision based on how far they are away from retirement. And if you read my book, Barry, you'll find that there's a lot of science and research and practice and judgment involved in calibrating those target date funds to meet the needs of the different populations inside these different plans.”
“I meet someone in an elevator and you give me 30 seconds to give investment advice between floors two and four, I'm going to say stay invested for the long run and stay diversified.”
“We're in an interesting position right now because if you look at academic studies, a good time to buy is when both value and momentum agree. So to your point, we started getting really unexpected news on the vaccine. Like 95% effectiveness and updates on production capacity were not priced in.”
Masters in Business: “Sébastien Page on Smart Asset Allocation”
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