Investing in a Fairly Valued World via Trapeze Asset Management
A Fairly Valued World
For several years we have been arguing that global equity markets are undervalued and represent the best investment alternative given growing corporate profits (S&P 500 Index earnings have nearly doubled in the last five years), a favorable monetary backdrop and a recovering economy.
For the first time since the financial crisis we see most developed markets as fairly valued. The S&P 500 (.INX) has reached our estimate of fair value on three occasions in the last...
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Insider Strategies and Letters to Shareholders from the Top Hedge Funds
Exclusive Access to coverage of Private, Closed-Door Investor Conferences
Hedge Fund Manager Research Currently Producing 21% – 40% Returns Annually
