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Cliff Asness on Quant Value Investing
Masters in Business
The Value Side of the Value Strategy
I don't think we have great stories. I think when things get egregiously valued, the odds get more and more on your side. Sometimes our job is to plan our feet and say we will not move. Now on the macro trend following strategy, it was a better timing story. It didn't make money for a long time, but didn't lose a lot.
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