Gerard O'Reilly: Five ways to help investors understand performance

Trust must be earned

Gerard O’Reilly: "An investor can still draw confidence if the manager can demonstrate they remained invested according to their mandate, controlled what they could control and added value where they could."
Gerard O’Reilly: "An investor can still draw confidence if the manager can demonstrate they remained invested according to their mandate, controlled what they could control and added value where they could."
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Performance analysis can be a useful way to confirm what a manager is doing is sensible and they are working hard to do what they said, writes Gerard O'Reilly, as he outlines five considerations for doing this well

A long-term and disciplined investment approach means being able to live with returns both when they are disappointing and when they are strong - and not making rash decisions in either of those scenarios....

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