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Consilient Observer
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Dezember 13, 2023

Pattern Recognition: Opportunities and Limits

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Dezember 13, 2023

Pattern Recognition: Opportunities and Limits


Consilient Observer

Pattern Recognition: Opportunities and Limits

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Dezember 13, 2023

 
 
  • We explore the powers and perils of pattern recognition, which investors often cite as a basis for action.
  • While it can be powerful when applied appropriately, it can also be misleading and lead to overconfidence.
  • We define pattern recognition, discuss when it tends to work well, review why it may be misleading, and offer ways to help improve it.
  • Pattern recognition tends to work well in stable environments where cause and effect are clear and feedback is effective but poorly where causality and feedback are limited.
 
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Das Counterpoint Global Team ist bestrebt, langfristige Investitionen in einzigartige Unternehmen zu tätigen, deren Marktwert aus fundamentalen Gründen deutlich steigen kann. Ihre Portfolios sind in der Regel konzentriert und unterscheiden sich von ihren Benchmarks. Das Team besteht aus 26 Personen, darunter 16 Investment-Profis und zwei Disruptive Change-Forscher. Die Kultur des Teams fördert Zusammenarbeit, Kreativität, eine kontinuierliche Entwicklung und differenziertes Denken.
 
 

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