As the one-year mark for fund statements moved past the March 2020 low, returns look like they have surged—but this calendar quirk can mislead the unwitting investor. This according to…
Tag: Performance Tracking
Tracking Fund Performance is Tricky
For mutual fund investors, “persistence is all that matters,” according to a recent article in Barron’s, but decoding performance track records can be a challenge. “Active managers can beat the…
Hedge Fund Manager Calls Have Less Pull
A recent Bloomberg article takes a look at the influence on share prices caused by the comments of hedge fund “stars” at the industry’s three biggest annual events: Robin Hood,…