I'm a buy side equity analyst with a private equity for about a year. My boss and I have discussed that in the interest of both the fund and myself I should try to specialise in an industry/sector over the next six months. Our chosen industry is infrastructure.
My next action is to devise a six month plan to become a specialist in this industry, and the goal is to know "better than the management themselves" about their businesses and the sector. I'm a bit perplexed as to what is involved to acquire such high level of knowledge.
For those of you who have become specialists in a certain industry, what do you think are the most helpful things you've done to become an expert analyst in that industry?