Performance Analysis

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Strategic Rebalancing (Man Group, 2020)

Many investors don’t realise that a mechanical rebalancing strategy, such as a monthly or quarterly reallocation towards fixed portfolio weights, is an active strategy. Winning asset classes are sold…

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Myths of Private Equity Performance: Part II

CFA Institute - Enterprising Investor blog 25 Nov 2020

Time’s Up for the IRR: Resetting the Clock on Private Equity

CFA Institute - Enterprising Investor blog 12 Oct 2020

The Cult of Statistical Significance in Investment Performance

CFA Institute - Enterprising Investor blog 30 Jun 2020

Estimating Future Stock Returns

"The Aleph blog" by David Merkel 24 Sep 2020

Can Top-Performing Funds Stay on Top over Time?

Indexology® Blog 01 Jul 2020