Euclidean Q1 Letter
2017 Hedge Fund Letters
With the recent election and markets moving to ever more-expensive highs, there are a number of salient stories in the air. It is worthwhile to reflect on how these and other stories impact the way investors think and influence their investment decision making. Doing so highlights the logic of adhering to a systematic process for purchasing good companies at discounted prices.
In April, Li Lu and Bruce Greenwald took part in a discussion at the 13th Annual Columbia China Business Conference. The value investor and professor discussed multiple topics, including the value investing philosophy and the qualities Li looks for when evaluating potential investments. Q3 2021 hedge fund letters, conferences and more How Value Investing Has Read More