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TIP688: Long-Term Market Cycles w/ Rob Arnott

We Study Billionaires - The Investor’s Podcast Network

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Revolutionizing Indexing: The Power of Fundamental Metrics

This chapter explores the evolution of fundamental indexing in response to the challenges of traditional market cap-weighted strategies, which often lead to suboptimal investment outcomes. By focusing on key metrics like sales, profits, and dividends, the chapter highlights how fundamental indexing can consistently outperform cap-weighted indexes and promote long-term value investing. The discussion also examines the dynamics of value versus growth investing, emphasizing the resilience and superior performance potential of value strategies during market downturns.

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