A recent CFA Institute article tested a theory (shared by a large investment management firm) that a portfolio invested 51% in the S&P 500 could yield the same returns as…
Tag: Manager Due Diligence
What Investors Value in Managers
A new study from Chestnut Advisory Group shows that a fund manager’s ability to earn investor trust is more important than their track record, according to a recent article in…
Fund Managers: The Latest Might Not be the Greatest
The investing mantra that touts patience as the best strategy for successful investing extends to choosing, and evaluating, fund managers. Research conducted by Robert W. Baird & Co. provides evidence…