Refining Core-Satellite Investing
$25
Traditional core-satellite investing uses a version of core that overlaps the satellite managers, diluting their decisons. By contrast, a centric core, that is in between value and growth, complements the satellites and delivers the same diversification as traditional core, with about one-fourth the allocation.
Author: Ronald J. Surz, PPCA Inc.
Traditional core-satellite investing uses a version of core that overlaps the satellite managers, diluting their decisons. By contrast, a centric core, that is in between value and growth, complements the satellites and delivers the same diversification as traditional core, with about one-fourth the allocation.