@SP007 You're arguing against yourself.
"if you assume monthly flows are independant and have no correlation then you don't understand funds management. seems you dont understand cricket either."
If you believe monthly flows are dependent in then why don't you use the MGOC outflows for Oct and Nov, as well as Dec.and average them? The MGOC underperformance has been evident for some time. If you also believe that monthly flows are dependent, then it doesn't make sense in the next breadth to say "the fundamentals have changed." . That saying flows are independent
I have a bit of knowledge and experience of both cricket and investing.
GQG's big holding of NVIDA down 10+% this week. I get it.
Ann: Funds Under Management - December 2021, page-66
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