Great thoughts here from Absolute Return Partners, LLP. HIGHLY recommended reading:
The_20Absolute_20Return_20Letter_201009 –
For more information about ARP please see here.
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.