Sub Portfolio Attribution
topic on 1 show · 1 statements across 1 episodes
1 statements about Sub Portfolio Attribution, every show
Manager excuses for lagging holdings usually explain 110% of total fund underperformance
“The manager starts making excuses for an investment holding instead of just selling it and getting on with it. And you start looking at the investment excuses, and you do sub-portfolio attribution, and you figure out the investment excuses are really what's ac…”