Jim Boulden: Trending value strategies don't have a why, and you can watch it drive people crazy. There's nothing more fun than when the stock is going up and everybody is screaming, "This doesn't make any sense" He says some things are going to work and continue to work, just keep working without making a lot of sense. But once t place whe you do see this is in the space of strategies out there now, he adds.

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