The irony you highlight is perfet: as more capital flows into passive funds that ignore fundamentals, the opportunities for active investors who do their homework actualy increase. Your track record speaks for itself. The mechanical buying of index funds regardles of valuation creates exactly the kind of mispricings that patient stock pickers can exploit. Really apreciate the global perspective on how this trend is playing out diferently across regions.
The irony you highlight is perfet: as more capital flows into passive funds that ignore fundamentals, the opportunities for active investors who do their homework actualy increase. Your track record speaks for itself. The mechanical buying of index funds regardles of valuation creates exactly the kind of mispricings that patient stock pickers can exploit. Really apreciate the global perspective on how this trend is playing out diferently across regions.