In mutual fund invstment the aim is to beat the index. To this end new strategies are introduced regularly and the current one is to follow the most successful (star) managers. The logic is intuitively very appealing. The well known firm Citywire conducted a study to identify the current top fund managers in the UK ...
This video explains the lmitations of non-fiduciary brokers and advisors, versus ERISA-designated advisors under ERISA 3(21)(A)(ii) and ERISA-designated Managers under ERISA 3(38), as defined. ...
By: Dominic Mazzone, Managing Partner, Regent Global Funds We hear it all the time. “Put your money where your mouth is,” “Skin in the game,” and, “Eat your own dog food.” All phrases that talk about the one thing in the investing world that many fund managers try to avoid. Accountability. When you hear the word ...
Recent research by Citywire, a leading fund research firm, has revealed that the average fund will only retain its fund management team for two-and-a-half-years. The analysis, which concentrates on UK funds, is the most comprehensive conducted yet and includes 5 years of data. The survey examined 1,741 funds and found that over the 5 years to the ...
Review “Hats off to Shook for a practical exposition of best practices in the industry.” — Stan O’Neal, President and Chief Operating Officer, Merrill Lynch & Co.”Shook captures the essence of industry best practices…This book is a winner.” — Wick Simmons, Chairman, NASDAQ”The Winner’s Circle is a terrific ...