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Mikael Stenbom, RPM: Identifying the sweet spot - how managers' corporate life cycle affects returns

Oct 16 2013 2 Comments
After 2008, many institutions invested into CTAs taking "the easy route" of simply investing with the largest and best known managers. But: A manager's performance is negatively affected by both AUM and age. Therefore, it is important that investors can identify the "sweet spot", the ideal time when to invest with a manager. The goal should be to invest early with the future, and not the current, big names in the industry. RPM founder Mikael Stenbom talks in this Opalesque.TV BACKSTAGE interview why PRM's new fund of “Evolving CTAs” offers investor ...more

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Talkback 2 Comments

Please use the comment feature below for your feedback, or email me at knab@opalesque.com. Thank you!

Matthias Knab Posted On Oct 16 2013

I don't agree with Mikael's characterization of the Turtles lack of research. He's totally off base saying Turtles never tamper with the systems. The Turtles were taught - I was there - to OBEY the systems, but the systems can, do and must change and evolve. That's a critical difference. Always doing what the system says is not the same as always having the same system.

This Turtle may have suffered more from the opposite problem -- making too many changes, all based on research, to our systems. There is a cost to implementing new research ideas at about the same time the old ideas start working better than the new ones.

anonymous Posted On Nov 19 2013

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