Capacity Management Insights
Heather discusses the complexities of managing fund capacities, particularly in large cap strategies, and the importance of planning for potential closures to avoid disruptions for clients. She emphasizes the role of market conditions in capacity planning and highlights the significance of historical investment performance in maintaining a repeatable track record. Additionally, she notes that the Russell 1000 serves as a broader benchmark for their large cap fund, providing a more comprehensive perspective than the S&P 500.In this clip
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Masters in Business
From Equity Research to International Investing With Heather Brilliant
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