Maximizing Relevance in Investment Analysis

Joseph Tainter said, “Complexity is the cumulative effect of reactionary decision making”. Well, we can do better than that, can't we? The investment process is the specific domain we use to reduce complexity and improve decision-making, and through our deep work over the years, we created the pre-determined game plan as our tool to get centered and focused on what we believe are the most relevant needs of the investment case.

Like all of our tools, it's meant to be customized, so if you listen for the high-level abstract points, you’re likely to find a few elements that might help your team's work to sharpen up too. I hope you enjoy it.