Dan Kemp of Albemarle Street Partners explains why analysts all pick the same funds, and asks fund managers to do more to bring through new talent.
He also recommends backing value managers as GARP has “had its day in the sun”, and names the market which has given him the worst scars during his career.
Capacity the biggest challenge for fund pickers post RDR
Dan Kemp of Albemarle Street Partners explains why analysts all pick the same funds, and asks fund managers to do more to bring through new talent. He also recommends backing value managers as GARP has “had its day in the sun”, and names the market which has given him the worst scars during his career.…