Cliff Asness on Quant Value Investing
Masters in Business
The Value Factor in Multi Strategy
We go through long periods, almost decade long periods where we hardly talk about value. Value lost over that period for what I will call and Gene Fommel have to forgive me here. The expensive companies buy in large outperformed not on price, but they out executed. My holy grail would be to come up with something to add to our process that would do really well in bubbles, but not cost us money long term because I don't think we can time these.
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