The Flaws of Fund Selection

Good Evening,

This article by Shaker Investments provides a rare glimpse of why it is hard for practitioners to select mutual fund managers. Shaker Investments wrote a good piece on why it is so hard to actually pick funds. In the blog, the author mentions that an economic cycle is usually 10 years, but we have been in a 10-year bull run which throws off traditional analytical methods. The author mentions that it is best to have a solid understanding of how the fund investments, which I completely agree with. Everything looks good trending up, but looks can be deceiving. If you are in an ETF or Mutual Fund, maybe it is a good time to become acquainted with the holdings/strategy of those funds.

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