More PE?
Lots of talk recently about some shops getting deeper into PE (CALPERS) and others warning of it…below is Dan Rasmussen with a thoughtful note (check out his old podcat for more info)…
Chart then download:
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Link
OPERF 2018 Annual Report
OPERF 2019 Annual Report
Website
Good investing,
Meb Faber
theideafarm.com