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The Math That Explains How Multi-Strategy Hedge Funds Make Money
Odd Lots
Differentiate Insight from Investment Timing
Investment decisions should be separated from the insightful analysis that informs them. Understanding a company deeply allows an investor to identify unique patterns and discrepancies in market perception. Profitability arises from holding a contrarian viewpoint that differs from other market participants, with earnings results or data ultimately validating that perspective. Catalysts, such as earnings announcements, play a critical role as they draw collective agreement toward the investor’s insight. Continuously monitoring a firm over time enables investors to recognize when market expectations inaccurately reflect reality, prompting strategic trading regardless of a generally short-term trading horizon.
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