Show Us Your Portfolio: Cem Karsan
Excess Returns
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The Importance of Time-Free Portfolio Management
Time is such a huge component of how I think about the world and how our products operate. For the most part, I'm looking at prediction and what's likely to happen. We are currently in a period that is very different than the last 40 years,. And that is a secular thesis, which is 10 to 14 year thesis.
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