Future of Wealth Management and Investing
sari and
Future of Wealth Management and Investing
Track Hedge Funds Using 13F Filings and Data from the Whales - WhaleWisdom.com
whalewisdom.com
Stockperks
stockperks.com
The modern custodian built for independent financial advisors
altruist.com
Unanchored - Epsilon Theory
epsilontheory.com
Five biggest takeaways from Warren Buffett and Charlie Munger’s Berkshire Hathaway annual meet
Guatam Baidfinancialexpress.com
"An investment philosophy on ‘complexity investing’ from NZS Capital"
Investment philosophy on "complexity investing" from NZS Capital, emphasizing the need to embrace extreme events, balance resilience and optionality, and focus on quality, growth, and understanding change in portfolio construction.
static1.squarespace.comNZS Capital poses that the economy and the stock market are best studied as complex adaptive systems akin to biology. They emphasize investing in companies that are adaptable, long-term focused, innovative, possess long-duration growth, and maximize non-zero-sum outcomes. The approach involves fewer, larger positions in companies highly adaptive to disruption, high levels of quality, growth, and context, and smaller positions in companies with a wide range of potential outcomes.