Rob Arnott, Chairman and Chief Executive Officer, Research Affiliates. Listen to the end where he talks about using CAPE in Emerging Markets.
Via Meb Faber
Khrom Capital killed it during the first quarter, continuing its strong track record; here are their favorite stocks
Khrom Capital was up 32.5% gross and 24.5% net for the first quarter, outperforming the Russell 2000's 21.2% gain and the S&P 500's 6.2% increase. The fund has an annualized return of 21.6% gross and 16.5% net since inception. The total gross return since inception is 1,194%. Q1 2021 hedge fund letters, conferences and more Read More
