Oak Tree's Howard Marks (Trades, Portfolio) presented to the CFA Institute this week and focused his talk on the following subjects:
- Dare to be great ... how to achieve superior investment results in the long run
- Dare to be different. If you take the same actions as everyone else, there is no chance that you will outperform.
- - Dare to look wrong. If you take a different course there will be times where you look horribly wrong and virtually alone in that
