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[…]
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April 4th
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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[…]