Legends & Leaders in Hedge Funds and Finance – Lukasz Tomicki, The Economic Moat Strategy: Investing with conviction to outperform in times of volatility and uncertainty

Lukasz Tomicki believes that frenzied markets dominated by short-term traders and index investors have created an opportunity for qualitative and fundamentally-driven strategies. Mr. Tomicki also maintains that qualitative processes are hard to replicate and arbitrage – for example, there is no Bloomberg screen for switching costs or network effects.