Ben Felix | Chasing Top Fund Managers @BenFelixCSI | Uploaded February 2021 | Updated October 2024, 5 hours ago.
Seeing people around you pouring money into a hot fund that only seems to get hotter can make sticking with any previously well-thought-out investing strategy difficult. As if your diversified portfolio only returned 10% last year when you could have earned 200% in the best fund. While each hot fund manager will seem brilliant at their peak, the phenomenon of star fund managers, including their powerful narratives, huge returns, and media adoration, is nothing new, and it’s not a story that tends to end well for investors.
Timestamps:
0:00 The Phenomenon of Star Fund Managers
1:36 The Manhattan Fund
3:07 Fred Carr’s Enterprise fund
4:03 Garett Van Wagoner’s Emerging Growth Fund
6:11 The Jacob Internet Fund
8:01 US small cap value stocks VS US large cap growth stocks
12:59 Manager Skill vs Luck
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Follow Ben Felix on
- Twitter: twitter.com/benjaminwfelix
- LinkedIn: linkedin.com/in/benjaminwfelix
Visit Rational Reminder: rationalreminder.ca
Follow the Rational Reminder on:
- Twitter: twitter.com/RationalRemind
Visit PWL Capital: pwlcapital.com/teams/passmore-felix
Follow PWL Capital on:
- Twitter: twitter.com/PWLCapital
- Facebook: facebook.com/PWLCapital
- LinkedIn: linkedin.com/company/pwl-capital
You can find the Rational Reminder podcast on
Google Podcasts:
google.com/podcasts?feed=aHR0cHM6Ly9yYXRpb25hbHJlbWluZGVyLmxpYnN5bi5jb20vcnNz
Apple Podcasts:
itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2
Spotify Podcasts:
open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA
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Seeing people around you pouring money into a hot fund that only seems to get hotter can make sticking with any previously well-thought-out investing strategy difficult. As if your diversified portfolio only returned 10% last year when you could have earned 200% in the best fund. While each hot fund manager will seem brilliant at their peak, the phenomenon of star fund managers, including their powerful narratives, huge returns, and media adoration, is nothing new, and it’s not a story that tends to end well for investors.
Timestamps:
0:00 The Phenomenon of Star Fund Managers
1:36 The Manhattan Fund
3:07 Fred Carr’s Enterprise fund
4:03 Garett Van Wagoner’s Emerging Growth Fund
6:11 The Jacob Internet Fund
8:01 US small cap value stocks VS US large cap growth stocks
12:59 Manager Skill vs Luck
-----------------
Follow Ben Felix on
- Twitter: twitter.com/benjaminwfelix
- LinkedIn: linkedin.com/in/benjaminwfelix
Visit Rational Reminder: rationalreminder.ca
Follow the Rational Reminder on:
- Twitter: twitter.com/RationalRemind
Visit PWL Capital: pwlcapital.com/teams/passmore-felix
Follow PWL Capital on:
- Twitter: twitter.com/PWLCapital
- Facebook: facebook.com/PWLCapital
- LinkedIn: linkedin.com/company/pwl-capital
You can find the Rational Reminder podcast on
Google Podcasts:
google.com/podcasts?feed=aHR0cHM6Ly9yYXRpb25hbHJlbWluZGVyLmxpYnN5bi5jb20vcnNz
Apple Podcasts:
itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2
Spotify Podcasts:
open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA
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