TRENDS & TAIL RISKS™

A bi-weekly publication dedicated to the principle that deeper and broader knowledge drives superior investment results

Prediction is Difficult

POSTED ON April 18th - POSTED IN Portfolio Construction for a Challenging World

By Lewis Johnson - CHIEF CONCLUSION We believe that superior risk management is the key to successful value investing.  Why?  To us, investing is not about having a crystal ball to see the future, because successful[…]

March Madness

POSTED ON April 4th - POSTED IN Portfolio Construction for a Challenging World

By Lewis Johnson - CHIEF CONCLUSION The failure of the 2004 Olympic basketball team suggests that victory is not guaranteed by throwing together a random assortment of even the most talented individual superstar[…]

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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