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When Should You Hire An Investment Advisor? Two Case Studies

Money For the Rest of Us

CHAPTER

Is It Possible That This Firm Could Deliver One % Higher Return Than This Member Could Do on His Own?

This firm describes satellite strategies as strategies that deliver a high level of active alpha, excess return. One ential way that the firm hopes to generate excess return is by equally waiting the stocks. They're putting a deliberate bias toward small anmidcap stocks because the market industies are so big.

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