Norbert Lou of Punch Card Management has the best portfolio in terms of value and risk assessment of the current market to date, in my opinion. He takes a bottom-up approach of a Berkshire (The author is a mechanical engineer. He holds a B.S. in Mechanical Engineering and an M.B.A in Finance. He employs evidence and factor-based investing in his personal portfolio.He will sometimes seculate for fun and take small positions in individual stocks he believes are trading at a discount.Analyst’s Disclosure:I/we ...