As you review your 2019 investment performance and look toward 2020, I want to share three very simple ideas that could lead to strong returns next year and beyond. I promise I won’t bore you with “factor analysis,” “smart beta,” “volatility-adjusted momentum” and other silly ideas intended to dazzle rather than help you. The recent investment returns of the ivy endowments have proved that method has rarely worked. Instead I appeal to simple common sense—which is becoming a rarity these days.As…See More