With nearly 10 years of actual returns, the RAFI Fundamental Index strategy has added value across a most interesting and complete market cycle. True, not as large as the original work suggested, but certainly in line with expectations, given the prevailing headwind value-tilted strategies have encountered over the past decade. Critically it’s been able to deliver more to the end investor as a result of having a natural lower fee than active approaches. We can’t wait to see how it does in a decade when value wins!
RAFI At 10 Years Flying High
Infographic source: Research Affliates
There's a gold rush coming as electric vehicle manufacturers fight for market share, proclaimed David Einhorn at this year's 2021 Sohn Investment Conference. Check out our coverage of the 2021 Sohn Investment Conference here. Q1 2021 hedge fund letters, conferences and more SORRY! This content is exclusively for paying members. SIGN UP HERE If you Read More