13F Reports: Who's The Smartest Guy In The Room? |
| May 21, 2019 | May 2019 Bond Updates |
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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. |
| View more at: https://www.forbes.com/sites/martinsosnoff/2019/05/20/13f-reports-whos-the-smartest-guy-in-the-room/ |