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The Terry Smith timing trap: why most investors lost money
Terry Smith's Fundsmith beat the market for a decade, then trailed four straight years. £3.31bn fled in 2024. Most investors lost money vs a tracker. Why? Timing. They bought high after stellar returns, sold low during underperformance. Jack Bogle's iron law: money arrives after gains, leaves during losses. Even star managers can't beat that.
Robin Powell
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Private equity’s fundraising crunch: investors call time on the boom
Private equity firms are dangling incentives that would have been unthinkable a few years ago. Management fee cuts, rebates on deal...
Robin Powell
Aug 243 min read
Private equity in 401(k)s: quick headlines, long timelines, hidden risks
Private equity in 401(k)s has been hailed as a breakthrough for American savers. But while the headlines promise fast change, the reality is slower, costlier and far riskier. History shows high failure rates, heavy fees and poor outcomes for investors. The winners may be asset managers, not workers.
Robin Powell
Aug 226 min read
The alternative fund graveyard: 75% have failed to last ten years
New Morningstar research reveals a shocking 75% alternative fund mortality rate. Of 1,345 alternative mutual funds that existed in 2015, only 341 survive today. As regulators push wider retail access to semi-liquid alternatives, Jeffrey Ptak's analysis shows three-quarters failed to deliver on promises of diversification and smoother returns. High fees, poor performance, and investor flight killed most funds within three years.
Robin Powell
Aug 225 min read
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