Executive Summary
This analysis reveals a profound disconnect between what institutional investors preach (diversification, risk management) versus what actually generates alpha (concentrated contrarian bets on unloved stocks). Kyle Grieve's synthesis of legendary investors exposes the 'zebra herd' problem plaguing modern portfolio management: institutions cluster in the 'safe' center, buying popular stocks to avoid career risk, while alpha exists on the periphery with 0% institutional ownership names. Market Con...
Key Investment Opportunity
The 'Zero Institutional Ownership' Systematic Strategy
The Money Masters framework reveals that maximum alpha exists in companies with 0% institutional ownership—not because they're bad businesses, but because career risk prevents institutional managers from researching them. This creates systematic mispricing that can be exploited by individual investo...
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