Recently, in “Anatomy of Portfolio Trading,” we provided insight into the Schultz Collins trading process. In brief, we outlined the care, skill and caution required to assure an efficient buy/sell transaction. Above all, we emphasized that a hasty process is often imprudent; and we explained why rushed trades can produce poor outcomes.
As its title suggests, the present essay focuses on the question: how does Schultz Collins view the process of investment fund selection? How, in other words, do we decide which funds are appropriate for use in our client portfolios? It’s not a simple matter. After all, there are thousands of investment products from which to choose, and many ways to evaluate them; how do we figure out which of them to use?
More of our insights on this topic in the attached article.