Rules-based Investing: A “how to guide” for targeting & assessing direct investment opportunities
Rules-based investing: A “how to guide” for targeting & assessing direct investment opportunities In previous whitepapers, we have discussed how family offices and high-net worth individuals should limit their direct investments to opportunities (e.g. industry, asset class, etc.) where they exhibit a comparative advantage. In sticking to their proverbial ‘sweet spot’ investors are more likely…