By Lewis Johnson - CHIEF CONCLUSION We think that a disciplined investment process is the investor’s most valuable tool in a cyclical, changing world.
POSTED ON
October 4th
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Portfolio Construction for a Challenging World,
masters of investing,
technology
By Lewis Johnson - Chief Conclusion I drew two conclusions from my re-reading of Homer’s classic “Iliad” during my family’s annual vacation to the mountains. First, the importance of spending our time, our most[…]