
#67 - Soo Chuen Tan: Long-Term Equity Investing
Insightful Investor
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Investing Beyond Tech: A Deep Dive into Value Strategies
This chapter explores an investment strategy focusing on emerging markets over 15 years, emphasizing bottom-up stock selection. It critiques the volatility caused by popular tech stocks and prevailing monetary policies, advocating for strong client partnerships in investment. Additionally, the discussion sheds light on classic investment mistakes and the critical relation between alpha and beta in the context of market dynamics.
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