Our investment professionals provide in-depth articles on a variety of current investment themes.
We need to ask: what is the best way to deal with new information? Fortunately, there is a tool that can help us with this problem: Bayes’ Theorem.
In investing, there are going to be times when you should be at odds with the market and times when you should not. Knowing when you should be different is an important question to ask and, from our perspective, should be informed by your goals and principles.
First you recognize your mistakes, and then you learn from them. Challenging the stigma around errors and learning how to use them to become better investors by building resilience and wisdom moving forward.
A non-predictive approach to managing currency risk.
Increasing our ability to detect falsehoods can make us better decision makers.
A better understanding of how and when to utilize experts helps prevent wasting time and money.
When we open our minds to a wide set of possibilities—including ideas that initially seem impossible—we make it easier to put the odds in our favour over time.
Values shape the outcomes of our relationships, careers, investments and society, and therefore, are far too important to leave to chance or camels. It is worthwhile to reflect on them for they have a material impact on our decisions and will manifest in our lives whether or not we explicitly consider them.
"Imagine that a car bomb is set to go off tomorrow at 11:00 a.m. What do you do?"
Just how important is a common language to investing? While some investors view it as the sort of soft, fluffy stuff best left to liberal arts majors, empirically—and in our experience— it is an essential feature of high performing investment teams.
Failure and the Pursuit of the Extraordinary.
What business model innovation means for investors (and the world).
Page 1 of 2