#31: Rob Arnott On Engineering A Better Index
Superinvestors and the Art of Worldly Wisdom
The Value of Capitalization Waiting
"Capitalization waiting is hardly passive. It is a growth tilted momentum chasing popularity weighted index that makes huge active bets relative to today's reality," he says. "From an economy centric standpoint cap waiting is growth tilted to exactly the same extent that fundamental index is value tilted relative to the market."
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