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22min chapter
Adam Karr – Extreme Alignment at Orbis (EP.338)
Capital Allocators – Inside the Institutional Investment Industry
Navigating Global Investment Strategies
This chapter explores the communication strategies of a globally dispersed team of analysts, emphasizing the balance between understanding local cultures and recognizing global investment patterns. It details a rigorous three-phase model for idea generation, incorporating both quantitative and qualitative analysis, alongside decision analytics to refine investment decisions. The discussion also highlights the importance of long-term investment horizons and the evolving roles within the organization to enhance portfolio management and performance evaluation.
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