12 March 2019
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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."
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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