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Mutual Fund Q&A: 
Capturing Performance Shifts
Author: Ticker Magazine
123jump.com
Last Update: 10:07 AM EDT May 09 2007


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Rich C. O’Hara
  “Our core belief is that over time size and style segments of the market have predictable and persistent trends in market performance. What we are trying to do is capture the size and the style shifts and not bet on individual stocks.”
PathMaster Domestic Equity Fund

Over time active managers have a very difficult time beating the benchmark as they do poor cash timing, they have poor sector bets and they overweight the stocks too much. What the PathMaster Domestic Equity Fund manager Rich O’Hara is trying to do is capture the size and the style shifts of the market and not individual stocks. The Fund maintains a well-diversified portfolio primarily of ETFs which helps reduce the risk of picking the wrong stocks.

 

 

 

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