Tag Archives: alpha

“Search and Stewardship” – all that we want from asset managers

  I spent yesterday morning listening to John Kay talk about the ideas behind his new book “Other people’s Money”. The big idea is that the UK asset management industry spends too much time talking to itself and not enough … Continue reading

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Predicting winners

I have given up getting angry at occasional racegoers who pick a string of winners based on the colour of jockey’s silks, name of horse etc… Continue reading

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