Ep. 905: Zuckerman, Gray and Holiday with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
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The Importance of Differentiation in Growth Investments
Most growth investors traders don't have a trend falling type rule or anything. They're just shooting themselves in the foot because people have studied all these other components that a lot of growth managers use. What they want is probably momentum like the thing that offsets their value exposure what they don't want is growth where it's defined as some price-to-fundamentals kind of thing.
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