When it comes to selecting investment managers for funds, identifying where a manager is in its lifecycle is crucial, with the best time to invest coming in the late start-up to growth phase, according to a new report from Barclays Wealth.
“The life cycle is real,” said David Romhilt, who heads manager research and selection for the Americas at Barclays Wealth. “It’s not something we’ve made up,” he said during a presentation of the report, entitled “Portfolio Management in Uncertain Times,” which was released Tuesday. “You can see this with a lot of firms.”
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