I love Joachim Loew's strategies. I think of it as German Precision - I believe i can learn from people like this guy how one should build investment portfolios - one might think it sounds nuts but all these strategy games have a similarity. Just think about it like this, Loew's strategy is about fast moves, rock solid defense and some good attackers, the blitz-attacks are the best! If one builds a strategy that's core focus is on patience and consistent solid companies, one adds a few growth shares one ends up with very well rounded portfolio - i recall a thread about the soccer portfolio... I like to think of my strategy as having these ideas built in - its the best way to ensure success... another thing: everyone in the team must know exactly where they stand in the bigger picture, etc. so the investor should be able to explain why each and every portfolio company is there and whats it indended focus...
