Episode 384: Mamdouh Medhat - A Profitability Retrospective, and Private Fund Performance
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This is the Rational Reminder Podcast, a weekly reality check on sensible investing and financial decision making from two Canadians. We are hosted by me, Benjamin Felix, Chief Investment Officer, and Cameron Passmore, Chief Executive Officer at PWL Capital. Welcome to episode 384. And Ben, I was taking down notes during this conversation, which was an incredible conversation. It's kind of like I think I called it
the great trilogy of listeners, right? It might be even more than three factors going on here, but to talk about factors, global diversification, private investments from a great, super nerdy, super technical academic who is a great communicator. It's like, this is the happy place, I think, for so many of our listeners. This was a phenomenal conversation. Yeah, nice to do an nerdy episode.
It feels like it's been a while. It's been a while and it was such because it talked about questions that we get all the time and our team gets all the time from clients, especially when we got into the part at the back end around private investments and the research that he's done. So our guest this week is Mamdu Medhat, who is a researcher, investment manager and VP and senior researcher at Dimensional Fund Advisors in London. People know that we do a lot of work with dimensional here. So with that, Ben, why don't you kind of tell a background story and go from there?
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