FYI: For as long as I’ve been running this site, I’ve been writing about and linking to the insights of Rob Arnott, founder of Research Affiliates and inventor of the fundamentally-weighted index. Rob’s an intellectual hero of mine and I’ve seen him speak a bunch of times – but I’d never had the chance to talk with him one-on-one until today. This morning we chatted for almost an hour about everything from smart beta to emerging markets to the current maybe-bubble in US equities.
Regards,
Ted
http://thereformedbroker.com/2014/11/11/an-audience-with-rob-arnott/The proof Rob is in the pudding, and the pudding taste bad.
M* Snapshot PAUAX :
http://quotes.morningstar.com/fund/f?t=PAUAX®ion=usa&culture=en-US
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