Keeping Score, Fast and Slow (Hint: It’s Not Just About the Game of Golf)

Most of the times ideas come up from unusual sources, often unexpectedly mixed. This is what has happened with this post, in which I am writing about how score keeping in the game of golf and decision making psychology can provide insights about the valuation of investment performance. Continue reading

Asset Managers Are from Mars, Investors Are from Venus (Part 2 – A Space-Walk Down to Earth)

In the first part of this post, I wrote about how differently asset managers and investors react to stressfull situations, with the retreat to the cave of the ones contrasting with the need for increased communication and transparency of the others. Continue reading

Asset Managers Are from Mars, Investors Are from Venus (Part 1)

I feel I have been thinking about this for a long time and hinted to at least part of it here and there…. But I realize I have never spelled it clearly, or not in a language that would have been easy to understand for everyone. Continue reading