The way he does this is to look for investment ideas on a single-stock, either long or short, basis.
A measure of success is achieving the risk/return profile across all market cycles is to look at the trials and tribulations of 2011 when the European market dropped 18% in a year yet he was able to deliver a 10% return.
How did he achieve this? Watch Gary Corcoran's interview with 'the Fund Whisperer' and listen very carefully…
And to now hear Yesilhark explain why he ignores the markets, please click here.
