Anyone who follows the markets and invests even a little is generally aware of the same drumbeat and mantras followed by the industry. Commentary about downside risk, returns and Sharpe ratio runs rampant through the industry, but one of Europe's most successful investors downplays those factors and says to focus on just one thing: picking the few, big winners.
At the 2024 Quality-Growth Investor Conference on Tuesday, James Anderson of Lingotto Investment Management engaged in a fireside chat about a wide range of topics, including trends he sees in the markets, both now and for the...