Radio silence
An unreasonably long time has elapsed since my last post (23 July 2013). There is no excuse other than a bit of writer’s block. I have looked at the previous posts and have discussed their content with some of my most faithful readers. Their feedback suggests that the posts suffer from four main weaknesses: too […]
The performance of asset managers
By Rolf on 25 April 2014
I have made only one specific investment recommendation on this weblog so far and it has turned out to be rather poor advice, at least in the short term. I questioned the wisdom of investing in the Carlyle IPO almost two years ago. But Carlyle has comfortably outperformed both the market and its sector since […]
Posted in Comments/ramblings | Tagged Empirical research, Manager selection, Performance, Statistics | 2 Responses