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We asked a panel of portfolio managers how they are thinking about investing in today's richly valued market. Specifically: what attributes they are seeking, and how they are avoiding biases. Steve Johnson offers some essential reading, Tim Kelley focuses on capital preservation, and Alex Pollak cites four key characteristics. Show More

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Steve Johnson

I read an interesting article in the Fin earlier in the week about professional investors worst mistakes. There were some great insights into what can go wrong. And all highlighted the benefits of recognising your mistakes early. Most fascinating to me, though, was that the worst mistakes seemed to be... Show More