November 22, 2023
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Street Smarts: Tharakan, Alamar Capital earn big returns without big tech


George Tharakan is one of our favorite chartered financial analysts, and his disciplined approach to value investing paid off in spades in 2020. His equity portfolio at Santa Barbara-based Alamar Capital was up 40.9% on a preliminary basis, more than twice the S&P 500’s gain of 18.4%. That one-year spurt puts his fund’s annualized performance…


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