(Webinar Replay) CAPE Fear: Why CAPE Naysayers are Wrong

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(Webinar Replay) CAPE Fear: Why CAPE Naysayers are Wrong

Rob Arnott discusses US CAPE ratios which are at levels previously reached only in 1929 and during the tech bubble. Should we fear the lofty valuation multiples, or should we fear the CAPE ratio itself because of its notorious unreliability in picking market peaks and troughs?

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See 2017 Hedge Fund Letters.

CAPE Fear: Why CAPE Naysayers are Wrong

Seth Klarman Describes His Approach In Rare Harvard Interview

Seth KlarmanIn a rare interview with Harvard Business School that was published online earlier this month, (it has since been taken down) value investor Seth Klarman spoke at length about his investment process, philosophy and the changes value investors have had to overcome during the past decade. Klarman’s hedge fund, the Boston-based Baupost has one of Read More

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