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I have long encouraged the team here at Newfound to explore ideas outside the obvious boundaries of the investment mandates we manage.

Lateral exploration can often lead to innovations precisely because we are giving our mind the freedom to explore uninhibited and without preconceived notions.

Beyond that – and at risk of abusing the "many mental models" cliche – we think it is important because the angle by which you approach a problem often colors the solution.  When all you have is a hammer, everything looks like a nail.

In this week's brief note, we demonstrate that two topics we've written about extensively – how- and when-based diversification – may actually be cousins of one another when evaluated at a different angle. (PDF).

⚡️Corey


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