“First benefit… automatic rebalancing… fund manager notices international exposure growing and puts inflow into Australian and emerging markets to balance.”
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Said on Get Started Investing
“When the market was from an inflow perspective, 45% of the inflows were in small cap. We were sitting without a small cap in the market… you shouldn't rush into it”
The Core Report · #1010 Before You Sell Your Mutual Funds, Watch This | Govindraj Ethiraj | The Core Report
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What was described
stayed out of small-cap funds while 45% of market inflows were into small caps, waiting for the right manager before launching
45% of inflows were in small cap; no small-cap fund launched
Said nearby on the same subject
“That went in through the back door of a company called J-Curve Solutions onto the ASX, small cap, but you managed to create some liquidity in that business by putting it on the ASX.”
♫
Said on Owner To Owner Podcast
“We call it… stay invested, stay diversified, stay disciplined… we set up the rules now before we get into the action on the market.”
OA
Omar Aguilar
Masters in Business ·
“From 1926 through 2025, a diversified portfolio… S&P 500 generated a return of about 10.5% a year. Small cap… 12.66% a year”
ML
Matt Ludmer
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network ·
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