3min chapter

Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning cover image

Our Biggest Takeaways from the First Half of 2024 | Inflation, Growth, Market Concentration

Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

CHAPTER

Reflection on Short-term Investment Performance and Importance of Informed Decision-Making

Reflecting on past performance in investment factors and the challenges faced by fundamental investors, the chapter stresses the importance of maintaining a long-term view and using data analysis for informed decisions. While not offering new strategies, the discussion aims to continue every six months, highlighting small value exposure as a key consideration.

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