The real question is: is value working and the effect.
I think Bearman has it correct.
Oversimplifying, China and Europe represent value to PMT much less so US, where they are concentrating their long short calls but net very short US versus an Index that is about 70% US by MC.
The way I see Plat Intl is now ahead on the 1, & 2-year return ave return and the 3 year to fall next year. Likely in first 1/2.
Before someone corrects me. I am working to today's numbers not the end of Nov. Importantly, that is how AC and PTM claim to operate. So true to label which is all I ask of them if the label is suitable (like blue label Johnny Walker). It frees me to try and kick goals on the other side of the field.
My brother was very happy with the result but like I'm saying here. I'm thinking I told you a week ago. Still, I'm happy he's happy.
All IMVHO
As
Ann: Funds Under Management - November 2022, page-14
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