July 2013 Archive

Beyond the Returns: Selecting a Money Manager (Part III)

In Part I and Part II, I looked at some money manager characteristics beyond performance that should result in an overall positive client experience, and used Warren Buffett as the classic example. In Part III, I conclude my thought experiment with three final characteristics. Buffett is diversified, but not over-diversified. He has most of his… Continue reading “Beyond the Returns: Selecting a Money Manager (Part III)”