As I riffled through 13Fs, I saw a lot of group think in terms of stock selection. Even more arresting is the absence of representation in financials, even energy, which together comprise over 30% of the S&P 500 Index.
As I riffled through 13Fs, I saw a lot of group think in terms of stock selection. Even more arresting is the absence of representation in financials, even energy, which together comprise over 30% of the S&P 500 Index.
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