There must be something in the Whitebox water supply: it’s producing an army of investment math nerds with acute self-awareness and sensibilities, led by their fearless leader Andy Redleaf. Those of you who have not yet seen Whitebox’s “10 Enduring Principles To Interpret Constant Market Change” are missing out — it is absolutely worth three […]
“I believed if we delivered high double-digit returns at relatively low volatility, the rest of the business would take care of itself. I have been cured of that illusion.” –Andy Redleaf, Whitebox Anyone who believes that investment acumen alone is enough to build a successful investment management business should read the article below. Excerpts are […]
Ever experience those humbling moments when you read something and think: “Wow, this person is way smarter than me” – happens to me every single day, most recently while reading a Feb 2013 Whitebox client letter during which Andy Redleaf & Jonathan Wood devoted a refreshing amount of text to the discussion of portfolio management […]