Promptfolios: When Buffett Becomes a System Prompt
Investment firms love a house style. Conservative value. Quality growth. Distressed credit. Low-volatility income. The style is supposed to mean something more durable than a portfolio manager’s breakfast mood. The uncomfortable part is that many “styles” still live in a fog of analyst judgement, committee memory, spreadsheet folklore, and the occasional sacred quote from an investor whose annual letters have been read with the reverence normally reserved for scripture. Everyone claims discipline. Fewer can show exactly how that discipline becomes position weights. ...