Richard Pitt, CEO and PM at BlueAlpha Investment Management, was my special guest on the Investment Community podcast (part 2 of a 2-part conversation). You can listen to the conversation with Richard here.

In this episode, Richard tells how:

  • Frequent trading is not a good way to invest, and it’s a terrible way to live.
  • Articulation of your investment approach is vital – allocators need to have a clear idea of what they’re buying because they’re building portfolios of exposures.
  • Ultimately your competitive advantage might boil down to: knowing who you are, investing in a way that’s consonant with who you are, and sticking to your approach through the tough times.