Richard Rooney

Surviving Success: Investment Management and Value Added

In the investment management business, the greatest enemy of success is success itself. From birth through decline, the typical path of a money manager is quite predictable if three fundamental opponents to value added are not recognized and carefully addressed. These important factors are firm size, closet indexing and a focus on downside protection.

Derived from my speech for the International Foundation of Employee Benefit Plans (IFEBP) Canadian Investment Institute Conference in August, our most recent edition of The View from Burgundy discusses the difficulties many investment managers face as they attempt to survive their own success.

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