4 Portfolio Checkup Traps To Avoid

4 Portfolio Checkup Traps To Avoid
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Remember to focus on the big picture, be somewhat hands on, avoid performance chasing, and consider tax-loss selling, says Morningstar’s Christine Benz.

4 Portfolio Checkup Traps To Avoid

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Gates Capital Returns 32.7% Tries To Do “Fewer Things Better”

Gates Capital Management's Excess Cash Flow (ECF) Value Funds have returned 14.5% net over the past 25 years, and in 2021, the fund manager continued to outperform. Due to an "absence of large mistakes" during the year, coupled with an "attractive environment for corporate events," the group's flagship ECF Value Fund, L.P returned 32.7% last Read More

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