Flirting with Models

The Research Library of Newfound Research

Tag: underperformance

Outperforming by Underperforming

Long-term outperformance and short-term underperformance are two sides of the same coin. The latter is necessary to achieve the former.

Even bad strategies will perform well

When process and performance disagree

Due diligence focuses on the 3 Ps: people, process and philosophy. But what happens when performance and process disagree?

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