The big investment ideas to drive markets for the next decade

What separates good investors from great investors?
Is it better information? Sure, that helps. Is it natural ability? Again, it doesn’t hurt. But those who are successful over long periods (decades, not years), typically exhibit two characteristics that set them apart.
A big-picture mindset coupled with the patience required to allow trends to evolve, as well as aggressive opportunism.
Warren Buffett’s long-time partner, Charlie Munger, spoke of these two traits, noting that they were an “odd combination, but it’s what works best”.
It appears that Westpac Private Bank Chief Investment Officer, George Toubia, is a student of such thinking. Toubia takes a medium to long-term approach (at least five years, if not longer) and is focused on identifying and capitalising on a curated suite of high-probability, high-impact trends and their beneficiaries before they are widely acknowledged.
“There is a temptation in our world to invest in trends without thinking about the qualities that you need”, notes Toubia.
Toubia also speaks of having a “laser-sharp, relentless, ongoing discipline” which reflects the rigorous assessment and review of investment solutions that he and his team present to their high net worth clients. It is this discipline that provides confidence to pursue opportunities with high conviction once they are convinced of their merits.
So, where is Toubia focusing his energy now? You can find out in the following episode of The Pitch.