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Although I agree that survivorship bias is a cheaply constructed argument, it’s hard to know how good this fund really is when it’s only been in operation during the greatest bull run of our lifetime.



That is also true, though the portfolio manager did well during bear markets as well. Doesn't say tell us how his current portfolio would hold up, but he's probably as well equipped as anyone to navigate the environment (which maybe isn't saying much).


you mean like warren buffet?




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