The game of investing: Winning against an unknown opponent. In his latest column, Gandy Gandidzwana argues that you should always assume that you harbour more behavioural biases than anyone else. @Gandy_FundCraft
https://t.co/YNlcQwmRLK
As behavioural finance evolves into just finance, traditional finance will meet its real and imminent death.
A few of the concepts of traditional finance, crafted on the premise of normal, and not rational, market participants, will survive – the rest will die with it.
“I don’t count my sit-ups. I only start counting once it starts hurting.” —Muhammad Ali
That’s tenacity only a purpose-driven mindset can command!
Happy Friday – and Let’s All Be Reminded, Not all Counting is Equal – Some Counting is More Important than Others!
Investors are Neither Rational, Nor Irrational, They are Just Normal!
An interesting listen on “mental accounting” from the #NobelLaureate and renowned economist, Richard Thaler.
https://t.co/iH34fSUUhY
Finally, It’s Here: A Much Clearer and Industry-Recommended Path to Becoming a Professional Fund Investor!
The future of the profession looks much more structured, organized, and directed!
https://t.co/kZgf9Z8lO5
"If you have everything under control, you're not moving fast enough." —Mario Andretti
Happy Friday – and Take a Moment to Check Your Personal/Business Growth Speedometer!
1. They are both looking for skill;
2. They are both looking for team players & not star players;
3. They rely not on results, but on the process that produced the results;
4. They know even very good candidates do occasionally go out of form;
5. They are firm, but friendly!
What Investors Really Want – Fireside Chats with Boutique Fund Managers!
Investors, as consumers of financial products, like any other consumers, make choices on the basis of emotions, and seek logic to justify their decisions.
Speak to their emotions & you engage them better!
“Competitive sports are played mainly on a five-and-a-half inch court, the space between your ears.” —Bobby Jones
Happy Friday – and, Continue to Feed your Court with Positivity!
I Speak Not for Myself!
I stand on the shoulders of giants who carry the vision, hopes, and dreams of all the talented, skilled, and experienced entrepreneurial portfolio managers, globally, running process-driven firms focused on distinct investment strategies.
The Evolution of Alpha!
With a huge dominance of some very smart people in the industry, active investment management has become exceedingly tougher over time – Behavioural alpha is a much more important contributor to beating the benchmark now than ever before.
Isn’t the Era of Boutique Fund Manager Dominance Truly Upon Us?
There are seven seemingly unstoppable forces of change, all at play at the same time, bringing the winds of change to the investment management industry.
Was on #CNBCA!
When a veteran editor and business anchor sits you down, you know it’s time for a serious and deep conversation on how your contributions are making an impact on the communities you serve.
Here, our closing remarks with @gmutizwa!
“It ain’t about how hard you can hit. It’s about how hard you can get hit and keep moving forward.” —Sylvester Stallone
Happy Friday – and, Keep Moving Forward!
We See Fund Manager Research Differently!
We firmly believe fund manager research should serve a much bigger purpose beyond just picking the next star manager.
We have re-imagined a new industry, and are advocates of a new investor-experience – Leading with Boutiques!
Looking Forward to my Upcoming Interview on HOT Business with @MichaelJAvery of HOT 1027FM!
Unpacking why we chose to take the less trodden path!
Please tune in & be a part of this conversation on boutique fund managers at 18:40hrs, this Monday, 6 September.
See you then!
Greatness is a Creating Mindset, Not a Following Mindset!
Do not let others’ paths define your options!
On our part, we are creating a path that leads to addressing the systemic failures of the investment management industry.
What Entrepreneurship and Athletics Have in Common!
Champions on either side share similar traits:
1.Focus;
2.Discipline;
3.Resolve;
4.Persistence;
5.Relentlessness;
6.Resilience;
7.Grit.