sub-portfolio attribution
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 6, 2018 by Roz Hewsenian · across every show →
Everything said about sub-portfolio attribution, oldest first
Aug 6, 2018 negative
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…”