Long-term strategy performance persistence for active managers is extremely low—most funds that outperform over 3 years fail to outperform in the subsequent 3 years (Sharpe, Morningstar research findings)

factualpending

Speaker

Ben Carlson

Evidence Quote

“the amount of funds that outperform over three years for them to go and outperform the next three it's a very low percentage of funds that actually do that”

Source

Practical Lessons from Ben Carlson— Excess Returns
Created: 8/11/2026, 6:21:49 AM

My Notes

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