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Bridge over ocean
1 November 2011 Financial Analysts Journal Volume 67, Issue 6

Most Likely to Succeed

Leadership in the Fund Industry

  1. Robert C. Pozen
  2. Theresa Hamacher, CFA

The authors’ review of mutual fund industry rankings over the past two
decades suggests critical factors for success in the business. Surprisingly, the
critical factors are not fund performance or marketing. Instead, the firms that
are most likely to succeed are dedicated to the asset management business and
are structured as partnership-like organizations controlled by their investment
professionals.

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