Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
There is a huge difference between a fund manager, who comes up with individual investment ideas for a specific strategy and the conductor, who puts together the individual asset classes and strategies into a coherent portfolio strategy. It’s the difference between a portfolio manager and portfolio management.
