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Informed Investors Create Better Markets

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Market value is created by change, and that change can act as a catalyst in the selection process of portfolio construction, according to John Bosse, CIO and co-president of NWQ Investment Management Company, which sub-advises on the Renaissance Global Value Fund.

“Success in investments is about identifying change,” says Bosse, “Investors need to identify what creates value, [as well as] identify what proves profitability and solves problems.”

For example, companies with hidden assets are developing their businesses; well-informed investors can profit by being aware of the opportunity such firms present and buy into them at the development stage.

Ultimately, he looks at companies that can control their own destinies and that can perform against all odds and expectations.

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