Tag: correlation

Distinguishing Skill & Luck

July 20, 2015

Reading Time: 4 minutes I’m just back from a sunny and relaxing summer break, where I had the great pleasure of reading and reflecting on the excellent book The Success Equation (“TSE”) by Michael Mauboussin which sets as its goal “untangling skill and luck in business, sports and investing“. The clear aim of this “untangling” being the ability to make better … More Distinguishing Skill & Luck

Which Investment Strategies Will Thrive in 2015 ?

April 29, 2015

Reading Time: 2 minutes We see literally hundreds of fund managers and investment strategies a year; which do we think are most likely to be successful in 2015? We really see three important things to focus on: risk, diversification, and freedom. Let’s take each of those in turn. Risk. This might sound obvious, but as we see it, the … More Which Investment Strategies Will Thrive in 2015 ?