Dealing with the emotional ups and downs of the PMSubscribe
Any tips on dealing with this? Also, I'm having a hard time dealing with the PM forcing me to close positions that he himself does not fully understand, though these tend to be my highest conviction, best risk/reward, and so far, best money making ideas. I can feel myself building passive-aggressive sentiment towards this shop and I also can't bring up that I'm "right" on all of my high conviction plays without sounding like I want to rub it in. I get it, for those that want to say "it's his shop" but there has to be a better way than just sitting here and feeling like I have to withhold my honest opinion
This is building resentment inside me that could blow up at a future date as my ideas just keep playing out the way I expected and more lost PnL contribution. Any tips on how to have a constructive conversation about this? My PM /GP likes to say the LPs don't' like my picks and pressure me to give a sell recommendation. The PM is kind of killing my spark that i get everytime i feel something in my gut or see something I know we can make money on. I've tried to have consultation talks with him about this but he'll just go on about how my research process and specifically my channel checks are not sound or the LPs are not comfortable with this type of investing style, on and on and on. I made a post previously hinting to this and a contributor mentioned about having a separate book for me to run, that would be nice but that is not an option at the moment. Any similar experiences?
Advice on how to keep my flame going? I'm the type of person when I have a well researched, high conviction idea I'll fight to get it in the books, and with some real gusto. But after months of getting pressured to close the position, I finally threw in the towel and I am deflated and just exhausted. And the idea keeps working out and we left so much money on the table.