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The Investment Loop

One Method, Any Scale

Methodology · Book 1 · Portfolio · 2026 · 11 chapters · 190 min totalPDF ↓
Money already spent gets no vote.

CONTENTS

Introduction
OverviewExecutive Summary7 min
Part I — Foundations
Chapter 1Why Portfolios Drift12 min
Chapter 2The Canon15 min
Part II — Working the Investment Loop
Chapter 3Direction16 min
Chapter 4Demand12 min
Chapter 5How We Value15 min
Chapter 6How We Choose the Mix13 min
Chapter 7Fund10 min
Chapter 8Steer14 min
Chapter 9Continuous Re-prioritisation and Reallocation16 min
Part III — Running It For Real
Chapter 10The Operating Model11 min
Chapter 11Making It Stick12 min
Annexes
Annex ADirection — Templates6 min
Annex BDemand — Templates4 min
Annex CValue & Decide — Templates5 min
Annex DFund — Templates5 min
Annex ESteer — Templates5 min
Annex FReview — Templates5 min
Annex GCross-cutting — Templates7 min