Chris Karlin on the Two Key Ingredients of Investment Success

Great ideas are the lifeblood of the investment business and the exclusive focus of The Manual of Ideas. Leading value investors use The Manual of Ideas in their idea generation processes. The Manual of Ideas sets a new standard by delivering timely, differentiated value investing ideas in a clear, concise manner. The Manual of Ideas is authored by equity research professionals who have grown up on the teachings of Ben Graham, Warren Buffett and Joel Greenblatt, and have studied under luminaries such as Yale CIO David Swensen and Economics Nobel Laureate James Tobin.

Michael Mauboussin: Here’s what active managers can do

michael mauboussin, Credit Suisse, valuation and portfolio positioning, capital markets theory, competitive strategy analysis, decision making, skill versus luck, value investing, Legg Mason, The Success Equation, Think Twice: Harnessing the Power of Counterintuition, analysts, behavioral finance, More Than You Know: Finding Financial Wisdom in Unconventional Places, academics , valuewalkThe debate over active versus passive management continues as trends show the ongoing shift from active into passive funds. Q2 2020 hedge fund letters, conferences and more At the Morningstar Investment Conference, Michael Mauboussin of Counterpoint Global argued that the rise of index funds has made it more difficult to be an active manager. Drawing Read More