Cliff Asness - Simple Investing is Hard (EP.385)
Capital Allocators – Inside the Institutional Investment Industry
Behavioral Insights in Investing
This chapter explores the behavioral similarities in investing across asset classes, emphasizing the enduring principles of value and momentum. It addresses the cognitive dissonance in private equity and international diversification, questioning common beliefs while encouraging a reassessment of investment strategies. Additionally, the discussion touches on the implications of technology in market efficiency and the evolving landscape of investment evaluation, culminating in rejuvenated research methodologies within their organization.
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