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Why familiar portfolio approaches may no longer be enough, how concentration is changing the investment landscape, and why investors should consider differentiated sources of return.



The world has changed. Has the way we invest kept up?
Across the day’s conversations, one message stood out: the goal isn’t to predict the future. It’s to prepare for it.
That means questioning familiar assumptions, looking beyond traditional sources of return, embracing innovation and recognizing where human judgment, resilience and trust matter most.
Explore the key takeaways from MINDSHIFT and revisit the conversations that are challenging us to think differently.
EXPLORE OUR SESSIONS
Leading voices in investing, business, and innovation
Explore the available MINDSHIFT Summit session replays for fresh perspectives on innovation, risk, resilience, and the future of investing.

Why familiar portfolio approaches may no longer be enough, how concentration is changing the investment landscape, and why investors should consider differentiated sources of return.

Why testing ideas, learning from failure, and disrupting yourself can help keep you ahead of change.

A closer look at concentration, changing market dynamics, and why risk deserves a first-principles approach.

How AI may reshape business and why distinctly human qualities will continue to matter.

What elite sport can teach us about preparation, shared leadership, and performing under pressure.
10 Ideas to Move You Forward
MINDSHIFT brought together different perspectives on the forces reshaping investing, business, and leadership. These ten takeaways offer a starting point for putting those ideas into practice.

Make the shift from familiar to forward-thinking.
For Advisor and Institutional/Investment Professionals only.
This material has been provided as a general source of information, is subject to change without notification and should not be construed as investment advice. Market conditions may change which may impact the information contained in this transmission. This information is not intended to provide financial, investment, tax, legal or accounting advice specific to any person, and should not be relied upon in that regard. Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional.
PICTON Investments is a trade name of Picton Mahoney Asset Management.
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