Tips by Robert Williamson

Another reason it’s important to be more international in your outlook: if you’re not paying attention to what competitors in emerging markets can...
Julian Robertson was always adamant about seeking out the opposite point of view and then being completely honest with yourself in deciding whether...
We’re constantly trying to triangulate and confirm what we hear or see elsewhere. If returns on invested capital tell us it’s a great business, we...
You can usually pick out the empire builders simply by asking how they allocate capital – they tend to have a hard time zeroing in on a concrete...
One thing we’ve had to get better at over the years is sizing our positions to our conviction level. That may sound obvious, but the only bad year...