Full notes of Rupal Bhansali, the CIO and portfolio manager of Ariel Investments, presentation from the 2019 Invest For Kids conference. Stay tuned for more from Invest For Kids in depth 10th Anniversary Conference which took place on October 30, 2019 in Chicago. See our full coverage here.
Q3 2019 hedge fund letters, conferences and more

Non-Consensus Investing ~Book pitch
- Non consensus investor can get higher returns AND lower risk.
- No payoff for right answers if they’re consensus
- Must be right AND prove consensus wrong
- Big payoffs for upset victories
- Big penalties for wrong answers
Michelin - High quality
Tires are more expensive...

