Insights · Investment

Notes on investment, written for the long view.

Writing on portfolio discipline, asset allocation, manager selection, and the slow craft of holding a strategy through every part of the cycle.

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  1. 22 April 2026

    5 min read

    The quiet advantage of doing less with investments

    Most investment underperformance is self-inflicted. Why discipline, not activity, is the trait that separates good portfolios from busy ones.

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