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You don’t need to find new, unique investments to generate great returns. On the contrary, there is a veritable goldmine of investment ideas hidden in studying the best investors in the world. 

Follow what legendary investors buy, sell and think. The portfolios include both Nordic investors such as Claus Wiinblad from the Danish pension fund ATP as well as US investors such as Warren Buffett (Berkshire), Thomas Shrager (Markel) and Seth Klarman (Baupost).

The commonality is that they all focus on business fundamentals, have a truly long-term mindset and an enviable track record.  

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The latest insights from legendary investors and a few thoughts from our own end.

François Rochon: Quality over Diversification
In this recent interview, François Rochon, founder of Giverny Capital, shares his insights on optimal portfolio strategy. François emphasizes a balanced and disciplined investment philosophy that prioritizes quality over excessive diversification.
Aswath Damodaran: Globalization Backlash
In his recent article, NYU professor Aswath Damodaran shares his thoughts on how politics, globalization, and disruption has changed the investing landscape.
Bill Nygren: A Modern Approach To Value Investing
In this interview, Bill Nygren reflects on his career mistakes and lessons learned. These insights highlight the importance of balancing conviction with caution in investing and the need for value investors to adapt their strategies to include companies with significant intangible assets.
Howard Marks: Value matters more than quality
In this interview, Howard Marks shares his investment philosophy and lessons learned over his 55-year career, including contrarian investing, value versus quality and the inevitable market cycles.
Mohnish Pabrai: The Boom-Bust Mental Model
In this interview at the 2025 MOI Global, Mohnish Pabrai shares insights on his investment philosophy and current market perspectives. The conversation covers various industries and investment approaches, with particular focus on cyclical businesses and special situations.
François Rochon: 2024 Annual Letter To Shareholders
In his recent 2024 letter to shareholders, François Rochon provides a comprehensive overview of the firm’s investment philosophy, performance, and market outlook.
Howard Marks: Credit Offers a Better Deal Than Equities
In his recent memo, Howard Marks discuss the current state of the credit market, focusing on high-yield bonds and the implications of narrow yield spreads. Howard emphasizes that while spreads are important, total returns are what ultimately matter for investors.

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Investment philosophy

There are countless ways to invest and even more aspects to keep in mind if your investments are to be successful. We have compiled the most important principles for the individual long-term investor.

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Make a roadmap for your investment journey

Pay less than what you get

Diversify your risk

Think like a business owner

Be patient and take a long term view

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AI Alphabet Apple AQR Aswath Damodaran ATP Banking Crises Benjamin Graham Berkshire Hathaway Bill Ackman Bill Nygren Bridgewater Charlie Munger China Christopher Bloomstran Christopher Davis Cliff Asness First Eagle François Rochon Guy Spier Howard Marks Karen Karniol-Tambour Kurt Kara Letter to Shareholders Macro economy Maj Invest Matthew McLennan Meta Michael Mauboussin Mohnish Pabrai Nvidia Nykredit Oaktree Capital Management PFA Polen Capital Ray Dalio Risk Management Seth Klarman Stanley Druckenmiller Sustainability Thomas Gayner Thomas Shrager Tweedy Browne Value Investing Warren Buffett

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