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How I generate investment ideas

from CFA Institute's Enterprising Investor

Joachim Klement writes: "People sometimes ask how I come up with the ideas for the research I produce or my investment ideas in general. To be honest, this question always makes me uncomfortable. Why? Because after two decades as an investment strategist and chief investment officer, I still do not know what my process really is. But admittedly, telling people that these ideas “just happen” is not a satisfying answer either." more

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