Trapeze Asset Management – Seeking Attractive ValuesGuest Post
Trapeze Asset Management January letter
January 31, 2014
Herb Abramson, LL.B. RJ Steinhoff, CFA
Randall Abramson, CFA Anthony Visano, CFA
Jeff Sayer, CFA, MBA
In our September musing, Investing in a Fairly Valued World, we wrote that for the first time since the financial crisis we view all major markets as fairly valued. We also wrote that this is not something that makes us too nervous as historically the subsequent 1 and 2 year returns from similar valuation levels . . .
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