MINDSETMonths to result

The Hunter's Approach

Invest big, follow up

Problem it solves

limiting beliefs

Best for

Experienced investors with a deep understanding of the companies they invest in

Not ideal for

Beginner investors or those who are not comfortable with high levels of risk

Overview

Why this framework exists

The Hunter's Approach is an investing strategy that involves investing a significant portion of one's portfolio in a small number of high-conviction companies. The approach requires a deep understanding of the companies and their underlying fundamentals, as well as the ability to withstand significant volatility and potential losses. The Hunter's Approach is centered around the idea of investing big in a company and then following up with additional investments if the price falls, thereby lowering the average cost per share.

Core principles

3 total
  1. Investing big in a small number of high-conviction companies can lead to significant returns
  2. Withstanding significant volatility and potential losses is essential to the Hunter's Approach
  3. Having a deep understanding of the companies and their underlying fundamentals is critical to success

Steps

3 steps
  1. Identify high-conviction companies
    The first step in the Hunter's Approach is to identify companies that have a strong potential for long-term growth and a competitive advantage in their industry. This requires a deep understanding of the companies and their underlying fundamentals.
    Pro tipLook for companies with a strong track record of innovation and a talented management team
    WarningBe cautious of companies with high levels of debt or those that are heavily reliant on a single product or service
  2. Invest big in the identified companies
    Once high-conviction companies have been identified, the next step is to invest a significant portion of the portfolio in these companies. This requires a willingness to take on risk and withstand potential losses.
    Pro tipConsider investing up to 20% of the portfolio in a single company
    WarningBe cautious of over-investing in a single company, as this can increase risk
  3. Follow up with additional investments if the price falls
    If the price of the invested company falls, the next step is to follow up with additional investments, thereby lowering the average cost per share. This requires a willingness to withstand significant volatility and potential losses.
    Pro tipConsider setting up standing orders to automatically invest additional funds if the price falls
    WarningBe cautious of throwing good money after bad, as this can increase losses

Checklist

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Examples

2 cases
Warren Buffett's investment in American Express

Warren Buffett invested 42% of Berkshire Hathaway's portfolio in American Express in 1974, despite the company's stock price falling significantly. Buffett's investment ultimately paid off, as the company's stock price recovered and the investment generated significant returns.

OutcomeThe investment generated significant returns and helped to establish Berkshire Hathaway as a successful investment vehicle.
The Hunter's investment in Barclays

The Hunter invested 20% of the assets he managed in Barclays shares when they traded at just 55p in 2009, despite the company's stock price falling significantly. The Hunter was prepared to invest more money in the company if the price continued to fall, and ultimately made a significant profit as the stock price recovered.

OutcomeThe investment generated a significant profit and helped to establish the Hunter as a successful investor.

Common mistakes

3 traps
Not having a clear plan
One of the biggest mistakes investors make is not having a clear plan for their investments. This can lead to impulsive decisions and a lack of discipline.
Not being willing to take on risk
The Hunter's Approach requires a willingness to take on risk and withstand potential losses. Investors who are not willing to take on risk may not be well-suited to this approach.
Not having a deep understanding of the companies
The Hunter's Approach requires a deep understanding of the companies and their underlying fundamentals. Investors who do not have this understanding may not be well-suited to this approach.

Origin story

How this framework came to be

The Hunter's Approach was developed by the author, Lee Freeman-Shor, based on his experience managing an elite group of professional investors. The approach is inspired by the investing strategies of successful investors such as Warren Buffett, who has been known to invest significant portions of his portfolio in a small number of high-conviction companies.

Source

Traced to primary
Source · BOOK
The Art of Execution
Lee Freeman-Shor · 2015
Open source →

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