Coming in December
Pabrai Wagons
A very concentrated global portfolio, usually around 20 names with most of the money in the top 10, built from businesses Pabrai thinks are trading far below what they are worth.
How they trade Discretionary
Few bets, held a long time, sized up when he is most confident.
We will flag big moves: positions that get much bigger or smaller than is normal for the fund. More on the difference.
Why follow them
Pabrai is one of the best-known value investors alive and has a devoted following. With so few positions, every add, trim or exit is a deliberate bet, and the ETF shows those moves daily instead of once a quarter.
We publish a manager once we have at least 30 trading days of clean daily data, so the big moves and track record mean something on day one.
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