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Because the investment business is very competitive, Far View seeks out investments with structural or behavioral anomalies that provide the Partnership with an advantage. Far View focuses on finding securities that are trading at a material discount to fair value and where we can understand why the security is being sold and why the Partnership has an "edge" compared to the seller.
Far from Easy:
Developing an Edge
Crafting an Investment Thesis
What's at the Core of a Good Investment Process
Investing in Crisis- Manual of Ideas 2020 Discussion
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