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Any gaps in the portfolio must be addressed. Moreover, rather than concentrating on individual product returns, it would be more advantageous to monitor the overall portfolio returns and assess their alignment with expectations. This transition from a product-centric to a portfolio-oriented approach will inherently deter investors from seeking out products that have achieved exceptional performance or are currently trending. This approach can lead to consistent compounding of the portfolio returns. ....
“We still have to look at a situation where one has to take an approach more from a bottom-up view. I do not think a largecap, smallcap thing potentially works too much. Look for wherever there is growth at this juncture but overall return expectations still have to be slightly low, heading into the next three to six months.” ....