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Lewis Braham: Is Your Fund Manager On Your Team? It's Hard To Tell

FYI: (Click On Article At Top Of Google Search)
When it comes to financial transparency, regulators have treated mutual fund investors like second-class citizens. Nothing quite illustrates this like the Securities and Exchange Commission’s rules for disclosing insider ownership.
Regards,
Ted
https://www.google.com/#q=Is+Your+Fund+Manager+on+Your+Team?+It’s+Hard+to+Tell+Barron's

Comments

  • The full disclosure is not a requirement, but smaller shops tend to be do a better job. Just because Chris Davis funds disclosed the size of his personal stake in the Davis fund, it doesn't mean I want to invest with them either. The large financial allocation contributed to more volatility in recent years.
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