Can mutual fund performance be predictive?
According to Ani Chitaley and Anthony DuBon, co-developers of the FundReveal performance system, the answer is “yes.”
The purpose of their blog, Mutual Fund Performance Forum, according to Mr. Chitaley, is to engage advisors and investors in a conversation about mutual fund measurement best practices.
The Power of the Quadrant
At the heart of the duo’s research efforts is a quadrant analysis that employs risk, return and persistence measures to offer a predictive approach to mutual fund performance.
When investors enter fund names or symbols, FundReveal charts each fund in comparison with the S&P 500.
“We aren’t looking for the funds that hit home runs last quarter or last year. We’re looking for those that provide solid best quadrant performance quarter after quarter and year after year.” Mr. DuBon concluded.
To develop their new blog and integrate it with their web site, Mr. Chitaley and Mr. Dubon turned to Advisolocity to implement their digital content strategy.