Why A Market-Neutral Approach Works When Valuations Are High

Why A Market-Neutral Approach Works When Valuations Are HighIt’s often said that the global economic recovery is muddling along — that is, moving in the right direction, but at a pretty slow pace even though emergency levels of monetary stimulus are still in place. James Hodgins, chief investment officer of Toronto-based CHS Asset Management, thinks that’s kind of crazy. “There is no emergency right now,” he said, explaining that this environment is one reason why his firm launched…

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