Successful investing starts with great investment ideas. But, give two investors the same ideas and they are likely to experience vastly different outcomes. We therefore believe that great investment ideas are a necessary but insufficient element of a successful investment process.
Vital additional elements include the initial position-sizing of an idea, deciding when to sell or buy more, how to manage cash, and other portfolio decisions. In order to be successful, an investor therefore needs to not only have great investment ideas, but has to turn these ideas into action within a portfolio. Over time, the performance of this portfolio will ultimately determine the investor’s reality.
If you are an investor seeking not only compelling global equity ideas, but also a framework for turning these ideas into reality, our team at Value Ideas in Action looks forward to serving you throughout the investment process.