- With each additional year in the investment business we put more emphasis on the human aspects of business. In our belief they are the main drivers of
- the behaviour of financial markets
- the success of businesses
- our own success as investors.
- Therefore our core views on these make us strong contrarians to mainstream financial theory.
- Our success depends largely on understanding, recognizing and managing the human aspects of investing:
- taking advantage of the opportunities they offer
- avoiding the risks they create.
In practice we may spend ca. 75% of our time doing traditional business analysis, but the remaining ca. 25% go into assessing people and managing our own mental biases.
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