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What to do when a fund manager leaves


SKU: PFPjf121. Category: .


Abstract: It might be tempting to sell a fund undergoing a portfolio manager (PM) change, but it pays to be cautious, and decide whether the fund can likely continue to deliver the kind of performance that originally made it attractive. In making this decision, it’s important to ask a number of questions: How important was the PM to the fund? Was he or she a “lone wolf” or part of a team? Has the management style changed? Does the new PM have the requisite experience for the kind of fund he or she will be managing? This article addresses these questions, while a sidebar notes that a PM’s “poor” track record can be deceptive.

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