Labeling Equity Fund Managers

Link to Article
  • Author: C. Thomas Howard, PhD
  • Publication: Advisor Perspectives
  • Publication Date: November 2008
  • Intro: Strategy labeling is very effective at clustering funds pursuing the same strategy and at identifying skilled active managers within these strategies. On the contrary, Style Box labeling is very ineffective since it spreads common strategies across clusters rather than concentrating them within clusters.