In a piece published on the CFA Institute’s Enterprising Investor blog, Sandeep Srinivas, Fund Manager at FIM Partners explores how in an increasingly uncertain markets, good investing is less about perfect forecasts and more about how we update our beliefs when the world changes.

This piece introduces a practical framework that blends Bayesian thinking with investment conviction and adaptive capital allocation. It aims to help investors think more clearly about edge, probability, and decision-making under uncertainty.

For more insights on how behavioral insights and belief updating can improve portfolio strategy: Bayesian Edge Investing: A Framework for Smarter Portfolio Allocation

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