Excess Returns  cover image

The Harsh Truth About Investing Edge with Adam Butler

Excess Returns

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Navigating Investment Edges and Strategies

This chapter explores the critical concept of 'edge' in investing, emphasizing its relation to skill in identifying mispricings amidst market noise. It discusses portfolio allocation complexities and the importance of diversifying strategies to enhance long-term success. Through an analysis of various trading strategies and the challenges in value investing, the chapter highlights the significance of faith in investment managers and the implications of high market valuations on future returns.

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