Diary of an Investor: Sugary words
We have time on our hands at Wasserdicht Pension Funds. Fiduciary managers have given up calling us; they have finally understood we do not want to be a part of this inexplicable momentum, the movement that outsources everything to the hands of supposed expert practitioners. Even in this we recognise that momentum and value are negatively correlated!
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IPE covers a good variety of very current and relevant topics. It is good to read the high-level, independent and objective perspectives from pension funds in other European countries; many of them are dealing with the same issues as we are, so it is interesting to learn from their experiences, especially when they are ahead of where we are on the curve.
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