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104: Simon Evan-Cook, Downing Fox – The Role of Luck and Skill in Successful Fund Management and Business Building

Billion Dollar Backstory

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Balancing Specialization and Luck in Fund Management

This chapter delves into the tension between specialization and generalization in investment fund management, using the Polar Global Insurance Fund as a case study. It examines the intricate relationship between skill, market timing, and the unpredictable nature of luck that shapes investment success.

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