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Investment Philosophy: Difference between revisions
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A high level of confidence and understanding also allows us to differentiate signal from noice and panic first once real problems evolve. | A high level of confidence and understanding also allows us to differentiate signal from noice and panic first once real problems evolve. | ||
== 100% Transparent logic based consistent investment models == | |||
We believe investing is no rocket science but deeply logical and can be understood with common sense. | |||
In fact when doing hypothesis testing of cause-effect relationships we do look both for strong historical correlations <u>and</u> logical explanations for those correlations. | |||
We do <u>not</u> accept a correlation as true and build it into our models if we cannot understand the root cause of it. | |||
We explicitly <u>invite you</u> to challenge all our assumptions if they are not logical or feel inconsistent to you, or you think we are missing an important point. We will then take your considerations into account, revisit the assumptions and correlations if needed or simply do at better job of mapping out the logic of those assumptions better and increase the transparency of the model. | |||
== Other == | == Other == | ||