Most Fund Managers Fail to Beat the Market There are tens of thousands of full-time money managers and stock market analysts in the world. Most of them consistently underperform a broad diversified index. (Research indicates that up to 89% of fund managers fail to beat the market.) That’s a lot of invested life energy, for,…
Tag: Capital Allocation
The Four Pillars of the Good Life: Health, Wealth, Love, and Happiness
Update: I have written a short handbook about all the tools and methods that have helped me overcome my darkness. It’s available on Kindle in English (and German). [This is a talk I recently gave at Ideaweek 2020 by MOI Global.] When preparing the remarks to share with you, I was reminded of the Stanford…
How to Identify Great Capital Allocators?
This was the topic at the recent MOI Global Zurich chapter dinner I attended. Here I summarize my notes and thoughts on this topic. I understand capital allocation as follows: How do companies spend their limited resources, be it capital, time, or mental resources, so that they create the maximum amount of value per invested…