Rarely do more than three or four variables really count. Everything else is noise.
Martin J. WhitmanWe ignore outlooks and forecasts... we're lousy at it and we admit it ... everyone else is lousy too, but most people won't admit it.
Martin J. WhitmanDiversification is a surrogate - and a damn poor surrogate - for knowledge, elements of control, and priceconsciousness.
Martin J. WhitmanWe attracted a lot of market timers and asset allocators. I don't need those ... amateurs in my fund.
Martin J. Whitman