One of the benefits of an investment philosophy is that it can provide your clients with more consistent experiences and help them feel more confident in your advice. But if your philosophy is based on forecasting which stock or market sector will be “hot” then those client experiences might not be very consistent.
When building a portfolio we want to maximize the returns the capital markets offer while lowering the ups and downs along the way and we can lean on the work of academic legends to help with our process.
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