RE: Matt30 Sep 2016 14:55
Track records are highly misleading over anything but the very long term, and only then if taken over a reasonably consistent asset size, team, and approach. Given that these things happen hardly ever in intuitional investors, track records have little or no predictive qualities IMO in professional FMs. Interestingly, PI's records probably better in this regard, and sounds like yours is pretty good?
What was it specifically that Frisby said that you didn't like? (I can hardly remember what I posted last week, let alone what someone else posted 5 months ago;) )