Inside Active: Bl’s David Cohne on Lessons From Active Managers
Evaluating active managers requires more than looking at past performance. After two years of conversations with portfolio managers on Inside Active, host David Cohne, mutual-fund and active-management analyst at Bloomberg...
By Mariam Traore · Bloomberg
Evaluating active managers requires more than looking at past performance. After two years of conversations with portfolio managers on Inside Active, host David Cohne, mutual-fund and active-management analyst at Bloomberg Intelligence, steps back to examine what those discussions have taught him about identifying investment skill. He explores why sell discipline can reveal more about a process than the reasons for buying a stock, how factor exposure and market environments can complicate judgme