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Investment Selection and Monitoring Process: A Primer
Cammack Retirement Group Link to more items from this source
Nov. 19, 2018

"By evaluating measures such as alpha (return vs. a benchmark), beta (how closely a fund moves with its benchmark), upside & downside capture ratios, tracking error and other metrics, one can get a reasonable grasp on what to expect from a fund.... [M]any fund managers that have a focus on more stable businesses with reasonable valuations, be they growth or value, have not kept up with more speculative managers in the near term. However, as this trend shifts, it is likely that the stocks of quality companies will outperform those of more unstable companies."

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