The Beginning of the End

(Note: Attached the white papers from the last Farm email…not sure why I can’t figure out SSRN)

This piece is more on the business of asset management rather than an investment idea, but I think it’s great.  I had to talk Cerulli into letting us send this, thankfully they agreed.

Charts then downloads:



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Cerulli Edge

Removing Tail Risk From Global Momentum Strategies

Fact, Fiction and Momentum Investing