Continued from part I When Morningstar rates funds, they ask a variety of questions centering on the investment process, portfolio construction, succession planning, and risk controls, all as part of their standard due diligence process. The rating process is considered in some circles to be a deep and uncompromising dive for truth, and they report the outcome regardless of the fund and manager reputation. It has been argued they go deeper and are not afraid to confront the industry’s most powerful. Perhaps for this reason Morningstar is considered among the leaders in its field. To be sure there have been mutual…
On This Page
- Questioning genius
- DBTLX is not an algorithmic hedge fund, but it looks great when considered on an algorithmic basis
- One investor's risk in lessor rated bonds is another's hedged value reward opportunity
- Investing on a drawdown can be a less risky bond strategy than investing at par
- How Jeffrey Gundlach constructs the portfolio in a noncorrelated fashion is true genius
This content is exclusively for paying members of Hedge Fund Alpha
Insider Strategies and Letters to Shareholders from the Top Hedge Funds and Maximize Your Portfolio Growth with Hedge Fund Alpha
Don’t have an account?
Subscribe now and get 7 days free!
