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A Value Manager on the Market: “Little Room for Error”

This is a good interview from Aaron Task (@atask).

I agree with the conclusions of Abhay Deshpande. I have no idea who he is but:

oversees more than $20 billion as a portfolio manager for First Eagle Funds, including the U.S. Value, Overseas and Global funds, which are up 19.5% and 28% in the past year, respectively.

He makes the point that most large caps are fairly valued.