Tactical Idea Generation
Update: 2021-08-25
Description
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Connect with the MDR Team:
- Matt discussed his roots in St.Louis, MO and what drew him to accounting.
- We unwrapped MDR's evidenced-based research process and how to filter out market noise.
- Matt walked us through how MDR uses tactical signals to construct model portfolios.
- Lastly, we discussed MDR's favorable outlook on Chinese equities relative to the EM basket and other ideas.
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