
Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)
Capital Allocators – Inside the Institutional Investment Industry
Navigating Investment Complexities
This chapter delves into the nuances of identifying competitive advantages in investment, emphasizing the importance of strategic risk-taking and geographic exploration. The discussion covers manager selection challenges, reflecting on past mistakes and the significance of a long-term portfolio outlook. Additionally, it highlights the value of ethical considerations such as sustainability and diversity in shaping investment strategies.
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