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Primers

Why You Should Never Invest in High Turnover Funds!

Why You Should Never Invest in High Turnover Funds!

I kept thinking why was excess volatility so low for Quant MFs and I reached out to a client who runs a large advisory set up and asked him. "Do you know their turnover? I have an intuition it's very high". The client said, "It's acknowledged that their turnover is very high". I had my answer for how despite more than half of the segment data showcasing negative excess volatility, the fund was actually taking excessive risk to generate its incremental alpha. Let me introduce you to the magic of turnover and why you should not touch funds with turnover higher than annually 50%.

The tale of two sacks

The tale of two sacks

In a quaint village nestled at the base of a majestic mountain, an intriguing competition was about to unfold. The villagers were abuzz with excitement as they gathered to witness a race like no other—a race between two seemingly ordinary sacks of balls. But little did they know, this race would reveal a fascinating lesson about assumptions, expectations, and the unpredictable nature of life.