Wexboy Portfolio Prospects – Part II | Value Investing News

Wexboy Portfolio Prospects – Part II

  • So where does this leave us in terms of valuation?
  • Passive hedging AUM growth looks even better: Up 10% in the last year (14%, adjusting for announced client wins/losses), up 29% in the last 3 years, and up 140% in the last 5 years!
  • Yeah, I’d buy Alphabet every single time…
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