Strategy Series: Strategy-Based Portfolio Construction
Posted on ThinkAdvisor.com as “Strategy-Based Portfolio Construction”
Second article in the series “The Power of Investment Strategy”
The first article in this series introduced the concept and benefits of using investment strategy as an alternative to the style grid for forming active equity mutual fund peer groups. As presented in that article, evaluating funds in terms of self-declared strategy provides a powerful framework for constructing and managing equity portfolios. This article presents specifics on how this can be accomplished.