notices - See details
Notices
TA
Tom Anichini (not verified)
30th March 2016 | 12:59pm

Hi guys,

Referring to your workbook -

Should you consider how much of a size bet is embedded in your EW value portfolio? How should you consider that in the scope of what you're paying for and how much?

I wonder whether you're not really getting the same Value exposure in both portfolios, plus a lot more small exposure in the EW portfolio.

Thanks,
Tom