How do you know where he was strongest, weakest, and how would you know to reccomend him/her.
I have done the attribution analysis and worked out sector contribution and stock selection etc. but im not sure about the questions above….anyone know how to answer these Q’s
NJ Gold
February 27, 2010 at 1:59 pm
Look at the portfolio holdings as well as the largest recent buys and sells in their portfolio.
See what the objective of the fund is, the turnover ratio, yield, avearge P/E of the stocks in the portfolio, the market cap. volitilty and how long they have been managing the portfolio; also look at the cash % position and how the portfolio has done over the last five years or so as far as returns.
kc
February 27, 2010 at 2:16 pm
You could read the funds prospectus.
Even better, you could invest in index funds and then you wouldn’t have to be concerned about such things.