https://uploads-ssl.webflow.com/582f21bd539fedd346d8937a/5f7ae4d1b259661d346ed62e_The%20Absolute%20Return%20Letter%201020.pdf

Absolute Return Partners 재정정책관련


https://am.jpmorgan.com/blob-gim/1383407651970/83456/MI-GTM-4Q20.pdf

종필모건 리포트


https://www.oaktreecapital.com/docs/default-source/memos/coming-into-focus.pdf

Bill Nygren


https://f.hubspotusercontent40.net/hubfs/4043042/Content%20Offers/2020.09%20Top%20Reasons%20To%20Invest/2020.09%20Goehring%20%26%20Rozencwajg%20Reasons%20to%20Invest.pdf

Goehring & Rozencwajg


https://sparklinecapital.files.wordpress.com/2020/10/sparkline_intangibles.pdf

Sparkline Capital - 무형자산


https://static1.squarespace.com/static/5ca38f3216b6405d11e3d4b4/t/5f8b0aabde10c862893056e1/1602947756845/NZS+Capital+Q3+2020+Letter.pdf

NZS Capital


https://www.cooperinvestors.com/our-funds/cooper-investors-global-equities-fund-hedged/reports/quarterly-commentary-report-september-2020/

Cooper Investors


https://static1.squarespace.com/static/54373ea8e4b0152f9d332f13/t/5f84061d553af93162d867d1/1602487838468/2020+Q3.pdf

Blue Tower Asset Management


https://weitzinvestments.com/sitefiles/live/documents/ValueMatters/3Q20_Value%20Matters.pdf

Weitz Management




인터뷰


하워드막스

https://www.bloomberg.com/news/videos/2020-10-15/howard-marks-fed-and-treasury-are-taking-extraordinary-actions-video


레이달리오

https://www.youtube.com/watch?v=0-obY4ZtLxE&feature=youtu.be


조엘 그린블랫

https://www.bloomberg.com/news/audio/2020-10-09/joel-greenblatt-on-relative-value-investing-podcast