Science of Alpha from Safety
India OmniView July 2020 Market has just begun unlocking the value in the ‘Unique’ SuperNormal portfolio Recently, Scientific Investing strategies have had a high absolute performance and outperformance relative to the benchmarks, as well as to other PMS or mutual fund managers. The performance has been broad-based across market caps and countries (US and India).…
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Dear Investors: In the previous OmniView we have discussed how the SuperNormal portfolio is created using the Scientific Investing approach. Further, we also provided the portfolio governance process during a time of crisis like the current times. In this OmniView we will introduce you to the key segments comprising the US OmniSupreme portfolio. This is…
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Dear Investors: OmniViews, OmniTalks, and other communications We have been communicating with you, the investors and your advisors, financial planners or wealth managers, through our monthly OmniViews which are emailed to all of you on your email ids. However, if you have missed some of them, you can see them at the OmniView link following:…
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In a 2017 video, Charlie Munger famously claims that he owns just 3 investments, viz; Costco, Berkshire Hathaway and an investment in Li Lu’s investment partnership. He claims to have worked this out quite early in life and has apparently stuck to it. This is a stark claim and he uses this to justify that most…
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