Illustration: Anand Kumar
Summary: Every fund in your Fund Advisor portfolio now carries an opinion. The part worth understanding first is what most of those opinions will say, and why a service that tells you to sit still is worth more than one engineered to make you move.
Summary: Every fund in your Fund Advisor portfolio now carries an opinion. The part worth understanding first is what most of those opinions will say, and why a service that tells you to sit still is worth more than one engineered to make you move. There is one subscriber email I have never enjoyed answering. Someone lists the funds in his portfolio, asks for a view on each, and one of them is not on our radar. I answer the rest and note the gap. From next week, that gap is gone. Every fund in your Fund Advisor portfolio will now carry an opinion. Before the opinions appear, a few principles are worth knowing. We judge a fund against its benchmark, not against its peers. The number that matters is alpha: the retu
This article was originally published on June 22, 2026.
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