A snippet from a Rick Zullo piece that I loved.
"There are precisely 4 ways to deliver alpha in investing
1.) Asymmetric Information
2.) Asymmetric Insight
3.) Asymmetric Value-Add
4.) Asymmetric Access
The best investors bring multiple asymmetric capabilities to the table, but the only way you earn #4 is by crushing #2-3."
Granular knowledge in the domain leads to better insights into how to source or add value.
Better insights equate to more effective value-add strategies.
Successfully executing on these strategies creates trust and more access as your process has been demonstrated to others.
It's all reps.
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