#11 Ken Hersh: Capitalizing on Chaos
Rainmakers
Adapt and Invest, Don’t Abandon Ship
In the face of persistent declining prices over several years, resilience and adaptability became crucial in investment strategy. Rather than accepting defeat, the approach shifted towards securing exposure to assets during downturns, with the anticipation that all asset values would rise once the market rebounded. A thorough review of past deals led to diversification in investment strategies from 1989 to 1991, unveiling that not all investments were failing; some were thriving despite the unfavorable market conditions. A focus on identifying successful deals amidst the downturn proved essential for eventual recovery.
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