Monetary Matters with Jack Farley · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLC
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
Limit total sector exposure to ~18% of equity allocation (12% of total long exposure)
18% equity, 12% total long exposure
“Total Fund Management… combine our asset allocation function with our treasury function. Asset allocation is what you want to buy. Treasury is how do you pay for it.”
“We built a set of ETFs, a set of beta exposures and a set of smart beta exposures… today we're the fifth largest ETF manufacturer in the world.”
“…when we've got, depending on the asset class, we can be anywhere between zero hedge and 100% hedged. On equity… it would be offshore exposure… typically… around a third. And we're slightly above that at the moment.”
“Buy them the Vanguard Total World Stock ETF… or the Dimensional World Equity ETF… 13,000 or so companies”
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.