Investment principles from the world's greatest minds

We study the world's best investors through a rigorous 6-question framework, distilling their wisdom into actionable memos.

What makes a great investor? A great investment? A great company? We ask the questions that matter.

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Sir Christopher Hohn

TCI Fund Management

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Sir Christopher Hohn | Investment Conference 2025 | Norges Bank Investment Management

ActivistInfrastructureMoats and BarriersPosition SizingCapital AllocationRisk ManagementLong Term Compounding

Robert Wallace

Stanford Management Company

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Robert Wallace | In Good Company with Nicolai Tangen | Norges Bank Investment Management

Private EquityLong Term CompoundingRisk ManagementCapital Allocation

The 6-Question Framework

1.

What makes a great investor?

2.

What makes a great investment?

3.

What makes a great company?

4.

What makes a great leadership?

5.

What makes a great culture?

6.

What are the biggest mistakes & lessons learned?