Meb Faber’s recent presentation is now on his web site. It is a very good introduction to how he thinks about asset management and operates his funds. He now manages SYLD, FYLD, GVAL, and GTAA.
https://mebfaber.com/

The Unbeatable Investment Management Combination
Conventional asset management isn’t just underperforming. It has structural failures that most investors have never examined. Compounding is the real engine of wealth, and optimal compounding requires proactive processes to

