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Peter Bernstein

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement May 22, 2017 by Ted Seides · across every show →

Everything said about Peter Bernstein, oldest first

May 22, 2017 neutral
Assertion Partly supported
Seides: Yale's US equity managers underperformed by 40% without firings
“From 1994 to 1999, that five year period, Yale's U.S. Equity managers that they hired underperformed the market by 40 percentage points cumulatively. Eight percent per year for five years. Not a single manager was fired.”
Ted Seides May 22, 2017 ▶ 52:11 Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)
Jan 8, 2018 neutral
Assertion Supported
Mauboussin: Manager Return Dispersion Spiked During Dot-Com Era Before Reverting
“So that standard deviation had been going down, down, down, sixties, seventies, eighties, into the nineties. And then there was a massive reversal where the standard deviation went way back up around the dot com period. And so there's a spike, and then it come…”
Michael Mauboussin Jan 8, 2018 ▶ 15:36 Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
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