By George Droulias
Here at EdgePoint, macro investing has never been our thing. Sure, we follow the news and have opinions on current affairs, but we rarely have a unique insight on the topic du jour that leads to an investment. Unfortunately, we don’t have much to add to current headlines regarding geopolitics and inflation. But all is not lost. We have a time-tested investment approach that we work on implementing every day. We find our process becomes more active when fear and doubt dominate the markets. Historically, we have also found that our approach has worked best following periods of uncertainty.
Investing during periods of uncertainty is nothing new for the EdgePoint Investment team. Since EdgePoint’s inception in 2008, there have been seven notable declines in EdgePoint Global Portfolio.i
Read the rest of George’s comments here >> Why We Can Stay Calm in the Face of Uncertainty
Comments are closed.