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Research

The power of knowledge management

Funds management is often discussed in the context of it being part art and part science, however most of the literature centres around the science, the finance, of funds management. The premise of active management is that skills and knowledge are paramount to capturing excess returns above the benchmark. But despite this premise, little is […]
Amanda WhiteAugust 19, 2015
Investment Think Tanks

What would Keynes do?

What would Keynes’ do? Delegates at a London investment think-tank discussed this question with Cambridge University’s David Chambers. Keynes started managing the Kings College, Cambridge endowment after World War I and analysis of his investing style reveals some interesting annotations for investors today. John Maynard Keynes was not just an economist – he was a […]
Amanda WhiteMarch 11, 2015
Research

The predictive power of portfolio characteristics

Investors still rely, to a great extent, on past performance to assess managers’ future performance. Rather than rely on past performance outcomes to predict future results, a new paper, The predictive power of portfolio characteristics, argues that it is possible to improve the ability to predict future long-term success by identifying and measuring selected portfolio characteristics […]
Amanda WhiteFebruary 18, 2015
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