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Cliff Asness on Quant Value Investing
Masters in Business
The Six Blind Men Defining the Elephant
When you're looking at back tests, how are you thinking about the risks? And do you make changes? So do you just suffer through 20 and 21 waiting for 22? Are you gradually shifting the portfolio mix before you make it to the promised land? Again, you and I have been bouncing back in a great way between quantitative stock selection and the more macro trend following.
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