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62 - Planning Your Best Year Yet

TRAP: The Real Adviser Podcast

CHAPTER

Navigating Fund Performance Challenges

This chapter examines the struggles of maintaining fund performance in the face of substantial outflows, particularly focusing on a fund that lost $3.3 billion last year. It emphasizes the impact of investor behavior on fund performance and highlights the contrasting fortunes of traditional value investing strategies. Additionally, the chapter contains anecdotes about Bitcoin ownership and the difficulties in private equity investing, illustrating the unpredictable nature of financial markets.

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