Last night we took a deep dive into a recent by post Meb Faber at World Beta on StockTwits TV. The post is interesting two respects. The first is that it explores the much replied-upon Morningstar star rankings for mutual funds. The second aspect we got into in depth on the show was a look at some academic research on the key drivers of mutual fund performance. Our thesis is that all active investors and/or traders can take some of the lessons learned from this research and use it in their own trading. You can view the video in its entirety below:
ARTV on what drives outperformance
April 15, 2011