Suriyapong Thongsawang Introduction Macroeconomics, supply chains, and geopolitics. These are the three pillars of my research framework, which I use to understand the "big picture" and put money to work in areas that are likely to allow us to outperform the market on a prolonged basis. Leo Nelissen (Research Framework) Ever since I started my first job at a company that advised a major hedge fund, I have been focused on the "big picture," as - I believe - it is a huge mistake to view a stock as an independ ...