The benefit of analyzing what you own is easy to justify. Applying the same approach to opportunities that are not currently investable is just as important.

The benefit of analyzing what you own is easy to justify. Applying the same approach to opportunities that are not currently investable is just as important.
There is a tendency for investors (and advisors) to favour happy companies and stay far away from the unhappy ones, regardless of valuation in both situations.
With conflict in the Middle East and Europe, inflation, and higher interest rates, we’re preparing for more challenging economic times.
Shared experience on the importance of assessing management competence, the impact on corporate performance and its role in the investment process.
An appreciation for history can inform decision making, but it can also lead one astray. Portfolio diversification provides a buffer against uncertainty.
We can’t predict the future. Instead, we aim to create portfolios that are positioned for a range of market outcomes.