11.28.08
Portfolio Management where are the exceptional managers !! less than five Globally!!
The Industry has 10,000’s plus but in reality there is probably less than a handful?
Too many sheep , and too many overpaid zombies?
Money weighted or Time weighted which is best . and which measure is the Treasure of ease , no pain and Real rewards
Back Winners? and when no longer drop like a Hot potato !!
Funds entrapping investors clients for extended lock ups as they wish to change or move the goalpost! what behaviour is this !
New Star Old star No Star! too many blurred stars of what!excessiove parting and little real original research just watch the others and copy trades like vw! and oil at the top etc and commodity plays etc late in the day!
