Patient Capital Management, LLC’s Post

David Bahnsen says that alternative investing isn’t just about chasing trends or past performance; it’s a more complex undertaking, heavily dependent on the skill and philosophy of the managers behind the funds. In alternatives, the focus shifts from traditional market risks to unique, idiosyncratic risks where managerial expertise is critical. It’s important to select managers who not only have a proven track record but whose investment philosophies align with our own strategic goals. It demands rigorous due diligence and a deep dive into the complexities of each investment opportunity. This approach underscores the importance of a hands-on, informed investment strategy, tailored to individual needs and balanced against potential risks. How do you approach alternative investments? What criteria do you prioritize in selecting your investment partners? If you are interested in these topics, I invite you to read my letters and join the conversation. You can subscribe to my free weekly newsletter, Thoughts from the Frontline. https://lnkd.in/ecpVCyuN

Interesting to see generational differences in investing. Do more experienced investors have this right?

Global equities have stabilized since the sell-off seen in early August that was largely driven by market technicals. For more timely investment insights from our research teams, join the MercerInsight® community. #investing #markets #economy

Global equities have stabilized since the sell-off seen in early August that was largely driven by market technicals. For more timely investment insights from our research teams, join the MercerInsight® community. #investing #markets #economy

Global equities have stabilized since the sell-off seen in early August that was largely driven by market technicals. For more timely investment insights from our research teams, join the MercerInsight® community. #investing #markets #economy

Global equities have stabilized since the sell-off seen in early August that was largely driven by market technicals. For more timely investment insights from our research teams, join the MercerInsight® community. #investing #markets #economy

Global equities have stabilized since the sell-off seen in early August that was largely driven by market technicals. For more timely investment insights from our research teams, join the MercerInsight® community. #investing #markets #economy

Global equities have stabilized since the sell-off seen in early August that was largely driven by market technicals. For more timely investment insights from our research teams, join the MercerInsight® community. #investing #markets #economy

Global equities have stabilized since the sell-off seen in early August that was largely driven by market technicals. For more timely investment insights from our research teams, join the MercerInsight® community. #investing #markets #economy

Global equities have stabilized since the sell-off seen in early August that was largely driven by market technicals. For more timely investment insights from our research teams, join the MercerInsight® community. #investing #markets #economy