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Portfolio reviews offer a rare look inside real investment portfolios — what experts own, why they own it, how they sized their positions, and what they're watching for changes. These clips are invaluable for understanding how theoretical strategies translate into actual holdings, and for seeing how different investors balance risk, diversification, and conviction in practice.
Andrew Michael Spence (born November 7, 1943) is a Canadian-American economist and Nobel laureate. Spence is the William R. Berkley Professor in Economics and Business at the Stern School of Business at New York University, and the Philip H. Knight Professor of Management, Emeritus, and Dean, Emeritus, at the Stanford Graduate School of Business. Together with George A. Akerlof and Joseph E.
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