Key investment beliefs

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A few things I think I know –

Good and bad answers to the biggest portfolio puzzle

Diversification, illiquidity, active management are all put up as solutions along with other. But what are the right answers?

The four most important things in investing

It’s simpler than you think, but harder.

The new world of Universal Owners

Owning the externalities of portfolios is reshaping the way the industry works

The most overused number in investing

It might be heresy to say so but the price/earnings ratio tells you far less than you think