In this month's Absolute Return Letter we pick up the baton from last month. How does the current crisis actually affect financial markets? How do you overcome the low returns? What can you do to protect the downside risk in a high correlation environment? We argue that career concerns often lead to irrational decisions by professional money managers and that this provides opportunities for those who can afford to deviate from the norm.
Enjoy the read.
http://www.arpllp.com/core_ files/The_Absolute_Return_ Letter_1012.pdf
-- Enjoy the read.
http://www.arpllp.com/core_