Everything on Manager Selection

Smaller private market managers offer better incentive alignment through performance-based compensation, whereas large firms may prioritize asset growth over performance.

Impact: Enhances investment outcomes by ensuring manager interests are closely aligned with investor returns.

— from Perpetual's Alternative Credit Strategy for Multi-Billion Portfolios · OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News· Oct 31, 2026

Humility is a stronger predictor of fund manager success than IQ or past performance. Arrogant managers are more likely to make catastrophic errors during market stress.

Impact: Improves the hit rate of fund selection and reduces the risk of holding underperforming assets during market downturns.

— from Active Management Alpha in Volatile Markets · Alles auf Aktien – Die täglichen Finanzen-News· Mar 07, 2026