Find Your Edge


Analysis, Circle of Competence, Contrarian, Independent thinking, Investment Process

In my previous post, I wrote that to achieve outperformance or above-average returns, your investment process has to be ‘unconventional’ compared to the majority. And that can only be achieved through originality, independent or contrarian thinking, and making connections from disparate information.  Bill Miller, the former Legg Mason portfolio manager, emphasizes the importance of making […]

September 15, 2019