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ARK's Head of Research on How They Find the Next Huge Winner
Odd Lots
The Hard First Principles Work
The hard part has not been getting peopleo to share their work, but it's really to do the hard first principles work. We have a much more open foremat than other organizations that i've been involved with. And i think it has helped both in strategic decision making internally, and certainly in portfolio management and research. The learning process is a big part of the secret sauce available at alliance and Ivernsy.
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