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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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Stephen Arnold

Investment legend Peter Lynch, who ran Fidelity’s Magellan Fund from 1977 to 1990 with extraordinary success, coined the term “ten-bagger” to describe his really big winners. Finding investment ten-baggers, or even ones that merely double 
or triple in value, is certainly a tantalising prospect and most investors are behaviorally hardwired... Show More

Patrick Poke

In Friday’s edition of the Summer Series, Roger Montgomery explained in his Whitepaper the difficulty of the task that investors face in avoiding a range of biases that threaten their returns. Despite our desire to be rational decision makers, our ‘humanness’ conspires against us and we engage in things... Show More