Future of Wealth Management and Investing
sari and
Future of Wealth Management and Investing
Compound | Personal finance for tech people
withcompound.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.
Atom Finance
atom.finance
36 South Capital Advisors, London | We are a leading volatility and tail risk manager based in London
36south.com
1/ Thread: The role of intangibles in valuation
I feel like a broken record, but @mjmauboussin and Dan Callahan recently published another intriguing piece titled "One Job".
What is "One Job"?
To take advantage of gaps between expectations and fundamentals.
But first a quiz.
Mostly Borrowed Ideastwitter.com
Confessions of an Investment Banker Turned VC | MHV | Monk's Hill Ventures
Monk’s Hill Venturesmonkshill.com
