Is There a Cycle for Value in the Alternative Space?

I've made that point before that it's all the same trade because I'm with you on this idea that you're probably in a cycle that favors value for growth, which means energy over tech. That was the playbook coming out of the tech right. There are, I think, some interesting parallels. If you believe that we're moving into a period similar to that value, well performed small and mid cap outperform international does better than domestic, that would be advantageous to gold very well could be advantageous to commodity prices. It almost never makes sense to use active management in large cap, never. But there's a lot of evidence that active managers can add value fixed income and especially in alternatives

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