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The Laws Of Quantitative Investing | Michael Robbins
Forward Guidance
How to Balance Growth and Value
Growth is ridiculously expensive relative to value, and when it's at one, growth is relatively cheap to value. If the index is at 70, you'd say, oh, I'm going to sell some growth to buy some value or something like that. All those things, they work sometimes, they don't work other times. You might not be able to find the solution to how to make it work when it doesn't work, but you may be able to identify those periods or those investments where it's not appropriate and just step out of the way for that period.
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