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Fund managers alone don’t drive performance. A Morningstar study points to the investment culture of the manager’s new firm, its analytical resources, and fees.
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Fund managers alone don’t drive performance. A Morningstar study points to the investment culture of the manager’s new firm, its analytical resources, and fees.
T. Rowe Price portfolio manager David Eiswert argues that active management can identify idiosyncratic stock ideas is key to pursuing alpha.
David J. Eiswert managing funds in T. Rowe Price (Lux) Management earned Trustnet Alpha manager rating, whose management profile details with career performance values and alpha score in quartiles
The T Rowe Price manager and member of Citywire’s rated elite discusses puppies, Pelotons and boiled frogs.
Five funds taking on Fundsmith – and winning A number of smaller rivals are snapping at the heels of Fundsmith Equity 6 May 2021 • 7:00am Britain’s largest fund is also one of its most successful. Since its launch in 2010, Terry Smith’s £24bn Fundsmith Equity fund has made its investors 485pc, more than double the return of the global stock market. But a number of smaller rivals are snapping at the heels of Fundsmith and can claim to have beaten the returns of their better-known peer over the past five years. While Fundsmith Equity’s 141pc return over that period still comfortably...