Skills That Separate You as an Investment Manager: Curiosity

Over the last year I shared many of the skills that separate you as an investment manager that are not covered in formal contexts, such as business school, firm-level training, or even as a part of the CFA Program. In this installment I discuss the benefits of curiosity for investment management success. Tangent to this discussion are my articles on the importance of discernment and context...
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Skills That Separate You as an Investment Manager: Context Creation

For nearly a year now I have been discussing skills that separate you as an investment manager. Wide territory is covered in other articles in the series, ranging from introspection to scaling. Context creation, this month’s subject, takes advantage of intuition, creativity, and a person’s knowledge. Like other topics discussed so far, I address context creation at length in my book The...
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Skills That Separate You as an Investment Manager: Scaling

Previous editions of this series on Skills That Separate You as an Investment Manager have focused on introspection, creativity, intuition, decisiveness, absolute vs. relative decision making, forthrightness, and discernment. This month’s edition is about a powerful skill I initially discussed at length in my book The Intuitive Investor that literally changes how you see the entire information...
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Skills That Separate You as an Investment Manager: Discernment

Previous posts in this series have included important, fairly high-level skills that separate you as an investment manager — such as introspection, creativity, intuition, and decisiveness. But what about a skill that lets you roll up your sleeves and get your hands dirty? Discernment is such a skill. Many investment managers and research analysts think that one of their responsibilities is to...
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Skills That Separate You as an Investment Manager: Forthrightness

Once you’ve finally landed that coveted position as a research analyst, how do you stand out from the crowd in this highly competitive field? Many of the skills needed for a successful investment management career are not taught in business schools, and so I’ve been enumerating the unconventional skills you will need to build a successful career in finance. Thus far I’ve...
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Skills That Separate You as an Investment Manager: Absolute vs. Relative Decision Making

Some of the skills you need to stand out from the crowd as research analyst are obvious: a love of economics, business, and finance; vast knowledge of the preceding; high drive; confidence; persistence; and so forth. But, many of the skills needed for a successful investment management career are not taught in business schools. My series on these unconventional skills has thus far covered...
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Skills That Separate You as an Investment Manager: Decisiveness

In a recent series of posts, I have sought to complement my advice on how to become a research analyst by dissecting the skills that can separate you from the crowd once you have landed a coveted research analyst position. Having hired research analyst interns, research analysts, a portfolio manager, and even my own successor when I retired from investment management in 2005, I have gained a...
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