Contrarian timing—emphasizing factors or strategies that are trading cheap relative to their own historical norms, and deemphasizing the more expensive factors or strategies—can improve performance. Unfortunately, most investors already practice a form of market “timing”—in the wrong direction—by trend chasing.
Rob Arnott – Timing Smart Beta – Presentation
Timing Smart Beta – Q&A
A Look Back At Warren Buffett’s Best and Worst Oil & Gas Investments
Warren Buffett is perhaps best known for his large investments in some of the world's most recognizable brands, companies like Coca-Cola, American Express and Apple. Q1 2020 hedge fund letters, conferences and more Companies that fit into this bracket seem to fall squarely within his circle of competence. They sell a product that's easy to Read More