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K.C. Hamann - Quantifying Conviction (S3E1)
Flirting with Models
Is There a Lack of Security Selection Skill?
How do you reconcile the idea that, what it sounds like is you've got a fundamentally flawed delivery vehicle that results in sub-optimal performance? Well I think without getting into, I can't talk about for example our performance, but there's lots of academic research that does support the fact that there is stockmaking skill. There's evidence to suggest that skill is just polluted by the way managers construct their portfolios and manage risk.
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