Antti Ilmanen
The Strategist
The long view, patient, analytical, playing several moves ahead.
Antti Ilmanen earns The Strategist by treating patience as a variable to be engineered rather than a virtue to be admired. His reliance on starting yields as anchors for long-horizon return expectations carries a cartographer's discipline, mapping the terrain before committing to direction. Where peers react to market noise, Ilmanen constructs frameworks that absorb uncertainty and still resolve into clear, defensible positions, the signature of a leader whose judgment others borrow.
“I think what we should really try to think of investing as a strategic effort good diversification, as opposed to some great tactical timing, because that doesn't do too well.”
“Low starting yields do anchor expected returns lower. Rich things can get richer, and that doesn't take quite a long time.”
“How important and how hard patience is. It doesn't matter too much if you don't have the stickiness — calibrate investment to the amount of patience one can reasonably expect to have.”
Masters in Business: “Antti Ilmanen on Expected Returns”
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