tag:blogger.com,1999:blog-22517597.post4184829526304342148..comments2024-03-03T11:13:39.377+11:00Comments on Moomin Valley: International Equity Managers: The DatamOOmhttp://www.blogger.com/profile/03440274434662150925noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-22517597.post-15521841790661448012008-03-06T08:27:00.000+11:002008-03-06T08:27:00.000+11:00Good point, but I don't have easy access to that i...Good point, but I don't have easy access to that information on how personnel has changed. There is a minimum $100k investment in each manager. We have $100k to invest right now and so can only choose one manager at the moment. <BR/><BR/>BTW - thanks for coming out to meet us in Sydney last week. It was fun!mOOmhttps://www.blogger.com/profile/03440274434662150925noreply@blogger.comtag:blogger.com,1999:blog-22517597.post-22741700376429292732008-03-05T20:22:00.000+11:002008-03-05T20:22:00.000+11:00Looking at actively managed funds I think a key fa...Looking at actively managed funds I think a key factor would be who were the key managers during the period of performance you're looking at, and if they are likely to stay on in the future. And if their outperformance was statistically significant that establishes it was due to skill rather than luck. Personally, if I wasn't sure which of the two you fancy is "the best" then I'd just put half the amount in each - especially since they'd be no fee difference using the wrap account?enoughwealth@yahoo.comhttps://www.blogger.com/profile/09371028394685288035noreply@blogger.com