I think the main thing they are trying to highlight is not that you should not invest in these funds. For all we know, many of them are public portfolio managers that have small cap companies on their portfolio.
What they would like to bring to your attention is that infrequent and suspect valuation does not mean that there aren’t real volatility.
It is what it is.
If you don’t like to invest in small nascent companies, but like to invest in large Mag 7, you really got to ask yourself why is there such a disconnect in your investment philosophy.
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