Found: The Lost Decade

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Even if you repeat it enough, it doesn’t make it true. Unless you are burdened with a few hundred billion to manage, you do NOT have to invest in a market capitalization weighted index which, by mathematical design, is moving you toward more expensive stocks.

Link: http://covestreetcapital.com/Blog/?p=266

Alkeon: Big Tech Is Only Just Getting Started

TechnologyThe ACAP Strategic Fund's managers see a "significant scarcity of attractive asset allocation choices globally," but also a strong environment for fundamental stock picking. Q2 2021 hedge fund letters, conferences and more According to a copy of the fund's second-quarter investor update, which ValueWalk has been able to review, its managers currently hold a balanced Read More


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