Are you a believer? When I talk about FatAlpha, I always tell people who look at my strategy to ignore the stellar performance. This is something any investor should do when they look at any fund or portfolio manager. Two of the most important questions are: a) Do you currently have an allocation or interest in the manager’s investment universe? Someone interest in bonds … [Read more...]
Archives for January 2016
David Dreman
David Dreman is regarded as the dean of contrarians by many on Wall Street and in the national media. Dreman is the Chairman and Managing Partner of Dreman Value Management, L.L.C., a firm that pioneered contrarian strategies on the Street and manages more than 5 billion dollars of individual and institutional funds. The author of the critically acclaimed Psychology and the … [Read more...]
