Matt Ludmer · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · RWH074: True Wealth w/ Matt Ludmer
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Cites historical market returns from CRSP data
S&P 500 10.5 % annual return (1926-2025); Small-cap 12.66 % annual return
“It gives exposure to international equities… companies that have high return on equity, low financial leverage and stable year-on-year earnings growth… provide defensive characteristics and historically outperformed during periods of higher market volatility.”
“If the funds has no initial charge, that is attractive even if the annual management charge is high… people will allocate to the one with a better historical return without realizing.”
“Look at historical data… what uplift do we think we’ll have?… that’s the ideal situation”
“‘There’s no interest charge on that… it’s indexed at the lower of CPI or inflation… about 2.8%… market can return far greater returns.’”
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