Omer Cedar - Quant-Aware Discretionary (S3E11)
Flirting with Models
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Quantitative Managers Can Learn From Fundamental Managers
Quantitative managers are always studying investor behavior. But is there a lesson that quantitative managers can be learning here in ways that they can better be building their book? One example, i would say, that's even more broad based than just cove in 19 is value. Value hasn't worked in many cases because thebu ess models of companies that expose value are different to day than they were ten, 15 years ago.
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