Rupal Bhansali At 2019 Invest For Kids Conference: Ignore ROIC Accounting And Long This High Quality Cyclical

Full notes of Rupal Bhansali, the CIO and portfolio manager of Ariel Investments, presentation from the 2019 Invest For Kids conference. Stay tuned for more from Invest For Kids in depth 10th Anniversary Conference which took place on October 30, 2019 in Chicago. See our full coverage here. Q3 2019 hedge fund letters, conferences and more Non-Consensus Investing ~Book pitch Non consensus investor can get higher returns AND lower risk. No payoff for right answers if they’re consensus Must be right AND prove consensus wrong Big payoffs for upset victories Big penalties for wrong answers Michelin – High quality Tires…