Corey Hoffstein - Rebalance Timing Luck (S2E11)
Flirting with Models
The Impact of Timing Luck on Strategy Analysis
Newfound has been writing about this topic for a long time, looking at all these specific aspects of it. We recently had an article published in the Journal of Index Investing titled Rebalance Timing Luck,. The Difference Between Hired and Fired. So since this is so impactful for people like managers, allocators, anybody just trying to analyze strategies on their own, we wanted to have some system for approaching it.
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