4 Comments
May 17, 2023Liked by Joachim Klement

I find your notes very incisive. Would you perhaps have some thoughts on option selling?

Expand full comment
author

No, I don't, sorry.

Expand full comment
May 17, 2023Liked by Joachim Klement

I would add that if you don't understand the strategy, one can have the idea that fund 2 shows persistence while fund 1 could be a random shot.

Expand full comment

I’m a little confused. If the two funds are designed to have the same return, why are the benchmarks so different?

Expand full comment