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TIP592: Outperforming the Market since 1998 w/ Andrew Brenton
We Study Billionaires - The Investor’s Podcast Network
Outperforming Market and Own Investments through Portfolio Optimization
The approach discussed involves not only outperforming the market but also outperforming one's own investments by owning great businesses that surpass many others in terms of performance. An example provided was Automation Tooling Systems, discovered in 2004 but purchased later in 2009 at a deep discount. From 2004 to 2022, the shares compounded at 9% per year, but with portfolio optimization techniques of scaling up during price decreases and reducing during increases, the return in the company reached around 30% per year. This strategy of maximizing returns through careful timing and sizing adjustments is an aspect that is not widely discussed or successfully implemented by many investors.
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