According to an article in CFA Institute, “The science of evaluating portfolio managers and then determining who to keep and who to send packing is straightforward—or so you would think.…
Tag: Manager Selection
Conventional Fund Manager Evaluation is Wrong
The conventional wisdom regarding evaluating the performance of an asset manager is wrong, according to a recent article in The Wall Street Journal. Typically, the article points out, investors focus…
When Choosing Fund Managers, Maybe Less is More
It may pay to go for mediocre rather than stellar when selecting fund managers, according to last week’s post in Enterprising Investor by Joachim Klement, CFA. While studies have shown…
To Stay or to Go When Fund Managers Change
Putting all of your eggs in one basket extends to your choice of fund managers as well as investments, according to a recent Barron’s article. While understanding a manager’s philosophy…