How Charles Kantor Manages Market Volatility

The video tutorial discusses investment strategies, focusing on holding periods, short and long side investments, and the importance of fundamental analysis. It highlights the costs and strategies of hedging, emphasizing a fundamentally driven approach to security selection. The tutorial also covers exposure management, market volatility, and the importance of maintaining consistent net exposures to avoid common pitfalls in investment strategies.

In what way does the speaker suggest that investments should be viewed?

What does the speaker mean by 'sticking to our knitting' in the context of investment?