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Corey Hoffstein - Rebalance Timing Luck (S2E11)
Flirting with Models
How to Neutralize Timing Luck
In a perfect world, every index would be managed in such a way that it neutralizes this timing luck effect. So the question is, unless you can really allocate to the managers who are neutralizing it, if you have to choose a product that doesn't neutralize it, what can you do? One of the ways to neutralize it is by taking a multi-manager approach.
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