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The Holy Grail of Macro Investing | Eric Crittenden
Forward Guidance
Discipline in a Mutual Fund
I would say more than 99% systematic. And that's by design. If I had to go back in time and give you an estimate of what my returns would have been from being a discretionary manager, I wouldn't be very proud of those numbers. But I'm very proud of the systematic results. It's just enforces discipline and it keeps losses small and forces you into those uncomfortable trades that oftentimes go on to be the big winners.
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