Notes from the Diamond #4: Less Is More
Peer group comparisons are the primary measuring stick of both baseball GMs and investment PMs. Here’s how they are used and (more often) abused.
Notes from the Diamond
Notes from the Diamond #3: Everything Has Its Price
Allocators and investors can learn a lot from professional baseball about how to structure incentives and compensation for portfolio managers. And how NOT to do it.
Notes from the Diamond #2: Until the Truth Comes Out
Part 2 of a multi-part series that seeks to enhance readers’ deployment of both human and financial capital through the exploration of parallels between money management and professional baseball.
Notes from the Diamond #1: Always Something New to Learn
Part 1 of a multi-part series that seeks to enhance readers’ deployment of both human and financial capital through the exploration of parallels between money management and professional baseball.