4 Comments
May 17, 2023Liked by Joachim Klement

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

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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.

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

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