During his presentation on fund manager style analysis, LSA chief investment officer Brad Kasper noted that many managers diverge from the Morningstar fund category designation for their particular fund. Drill-down and comparison to appropriate style benchmarks is essential to properly evaluating manager performance and also to properly utilizing a fund to cover a particular asset category.
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Thanks, and kudos to the Kasper family for a dynamic & rather stupendous conference.
You are certainly the best at what you do.
Thanks a million. (literally)!