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ALO10: How to Manage $50bn ft. Jason Morrow

Top Traders Unplugged

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The Tip of the Iceberg Bias in Manager Selection

One of the biggest biases is just dependence on quantitative analysisis as track record is signal as thesis. We have found that, you know, the performance number is the tip of the iceberg. There's a whole lot going on underneath it that then the tip emerges, and that is what’s there. So we every single prospective investment that comes, every existing investment, has at least two sets of eyes and ears to help people stay objective about things. The topic of specialists versus specialists can really be helpful in making decision o some degree. I'm amazed at how frequently things come in that just help us diligence from tht different set of perspectives.

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