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Evaluating Investment Managers During Downturns
In the most recent episode of The Wealth Enterprise Briefing, WE Family Offices’ Michael Zeuner and Matt Farrell explored the process of evaluating investment managers during periods of underperformance. They discussed the importance of assessing managers based on both market context and strategy alignment, underscoring the need for a balanced perspective when managing long-term investments.
Key points from the discussion included:
Establishing a recommended three-year holding period for investment managers, except when red flags emerge.
Using qualitative and quantitative methods to evaluate…
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