How Track Records Are Achieved

Investment News on the role of proper due diligence:

Looking at a portfolio manager’s track record is one thing, but understanding how he or she achieved it, and whether it can be repeated, is another story and something that financial advisers should consider when selecting funds for their clients, according to those who study investor behavioral trends.

We agree — which is why we have released two white papers that, we believe, will help anyone become comfortable with relative strength strategies:

Relative Strength and Asset Class Rotation, John Lewis, CMT

Bringing Real-World Testing To Relative Strength, John Lewis, CMT

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