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Strategies & Market Trends : What Works on Wall Street (O'Shaugnessy)
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To: sea_biscuit who wrote (22)2/25/1997 11:13:00 AM
From: Brian Channon   of 109
 
Not only are his funds costly in terms of the high expense ratios, annual rebalancing of portfolio produces tax consequences that are not found in a passively managed index fund. Given these issues, you would have thought that O'Shaughnessy would do anything to lower his expenses at least temporarily to lure in investors. Once his asset base increased he could raise his expenses and yet still maintain a reasonable expense ratio.

The skeptic in me is also concerned about his ex post facto analysis of the market over the last 40-50 years. While I am not an expert on the market, I am not sure that you can always extrapolate from the past to develop an investment strategy that will work in the future.
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