Refining Core-Satellite Investing

$25.00

Traditional core-satellite investing uses a version of core that overlaps the satellite managers, diluting their decisons.  By contrast, a centric core, that is in between value and growth, complements the satellites and delivers the same diversification as traditional core, with about one-fourth the allocation.

Author: Ronald J. Surz, PPCA Inc.

Traditional core-satellite investing uses a version of core that overlaps the satellite managers, diluting their decisons.  By contrast, a centric core, that is in between value and growth, complements the satellites and delivers the same diversification as traditional core, with about one-fourth the allocation.

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