Why You Need A Complete Rethink. Part 1 – The best assessment of Investment Management is not Returns.
The biggest hedge fund in the world LTCM was just a bubble

Why You Need A Complete Rethink. Part 1 – The best assessment of Investment Management is not Returns.

How can you judge whether your returns or any investment manager’s returns demonstrate superior asset management either compared to a benchmark or another asset manager?

Certainly, there are many important factors, like total fees, but what is the overall metric that clearly separates one manager, or set of results, from another.

Returns are usually a main focus, but they can be dangerously misleading.

Most people just look at returns and even short term returns! It is understandable to the extent that it is one or the few clear statistics that investors have, and it is the number investors want to get. However, the link between past returns and future likely returns is far more complex than most people take on board. High past returns may often even be a warning sign!

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