Manager Selection: The Power of Payoff
The most important portfolio manager skill metric is often overlooked. I often hear fund managers say, “I only need to get it right slightly more than 50% of the time.” What they ...
fund managers
Decision Attribution: Portfolio Manager Skill vs. Past Performance
A portfolio manager’s job is to make decisions — all day, every day. Some of those decisions result in trades, but many more do not. So, an important question for a portfolio manager ...
Do the Best Equity Fund Managers Follow the Bond Market?
There is an old adage on Wall Street: To succeed as an equity fund manager, follow interest rates and the bond markets. We decided to put that theory to the test: So, how do ...
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