What I learned from “The Art of Execution: How the world’s best investors get it wrong and still make millions” by Lee Freeman-Shor

Over seven years, 45 of the world’s top investors were given between $25 and $150m to invest by fund manager Lee Freeman-Shor. His instructions were simple. There was only one rule. They could only invest in their ten best ideas to make money.

The process gave Lee the perfect position to view what investment strategies succeeded and failed and even more importantly how some of the top investors played the…