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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.

Karen Karniol-Tambour: Energy Security and Industry Competitiveness Over Climate Leadership
In this article by Karen Karniol-Tambour and the colleagues at Bridgewater, they explore whether the global green energy transition is stalling or evolving, as policy priorities shift in major economies. The analysis highlights how governments are now emphasizing energy security and industrial competitiveness over climate leadership, impacting investment flows and the pace of decarbonization.
Francois Rochon: Navigating Market Crashes
Francois Rochon, CIO of Giverny Capital, recently shared his approach to navigating market crashes on the Meb Faber Podcast. His perspective emphasizes acceptance, preparation, and strategic action rather than panic or futile attempts at market timing.
Howars Marks: Take advantage Of Trumps Own Goal
In his latest memo "Nobody Knows (Yet Again)", Howard Marks addresses the profound uncertainty facing investors and policymakers amid recent upheavals in global trade and economic policy. Drawing on parallels to the 2008 financial crisis and the Covid-19 pandemic, Howard emphasizes the limits of forecasting in unprecedented situations and the importance of rational, flexible decision-making despite the absence of clear answers.
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.

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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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