Christopher Traulsen
Christopher Traulsen
consistency less nice
It's a nice marker of his consistency, but I wouldn't think less of him if he didn't make it.
compared deviation finally fund funds invested less returns risk risky stocks taken time
Any time you see a substantial deviation in returns with a fund compared to its category, it's usually because it's taken a substantial risk to get there. These funds aren't less risky now. It's just that the stocks they've invested in have finally started to come back.
fairly fund investors time
The fund is fairly volatile. Investors need to have a long time horizon.
odds surprised
I think the odds are good. I would be surprised if he didn't (beat the S&P).
asset doubt failure innovate thrown
I think that has been thrown into doubt by her failure to innovate in asset management.
changes execution time track work
I think they're on the right track with the changes they're making, but only time will tell if the execution will work out.
benefit change enormous late
It's an enormous change from what they've done in the past. I think it's been late in coming, but I think it's going to benefit them.