Meb Faber - Quant Savant
The Business Brew
00:00
13 F R Application Is a Better Approach to Investing in Long Term Hedge Funds Than the Hedge Fonds
We built a data base that would let you replicate and test all the hedgeon managers. It's called form 13 f, it gets published every quarter,. forty days after the quarter, in their disclosures once they were public. The takeaway was, for the long term stock pickers like buffet, it works fantastic. You end up with the ability to replicate the portfolio for zero cost - because hedgefonds charge two and 20 on average. And we learned a ton during that experience. We actually had some pretty amazing insights in the early days. But i'm surprised ther there's a lot of people that have taken that torch and written papers. To me, it's, it's a total
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