Why Fund Managers Underperform: Part III

Part three of our video blog series explores one way fund managers cope with the pressures and uncertainties of global financial markets: by telling stories. Combining the vast amount of information they have into stories allows managers to simplify their message, whilst simultaneously leaving out uncomfortable facts. It’s a way of convincing themselves, and making sense of what they do. Featuring David Tuckett, visiting professor at University College London and Professor Richard Taffler from Warwick Business School.

See: Why Professional Money Managers Underperform Part II

Qualivian Investment Partners Up 30% YTD; Long ORLY Thesis

Qualivian Investment PartnersQualivian Investment Partners commentary for the second quarter ended July 30, 2020. Q2 2020 hedge fund letters, conferences and more “Short-term investors will accept a 20% gain because they didn’t spend the time to develop the conviction and foresight to see the next 500%.” - Ian Cassell Executive Summary Readers of investment letters fall into Read More

Fund managers video embedded below