Fund size is the enemy of performance

Gatemore’s Mark Hodgson says bigger isn’t always better

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In the fund management and consultant world, size is everything. Every survey has the biggest at the top and every sales document has assets under management on the first page. Clearly this means we all believe that the elephant is king.

Investing with the biggest may sound attractive but it all too often provides false comfort. Large investment advisers and fund managers need to find investment strategies that can fit in hundreds,...

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