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What makes a successful manager? At Novus, we believe that studying performance alone does not adequately answer the question. Through looking at thousands of active manager portfolios, we peek under the hood of managers' investment process, and recognize patterns that lead managers to consistent outperformance. These patterns can be viewed as investment skill, or managers' ability to generate alpha through certain repeatable methods.
In this article, we use public ownership data and the Novus Alpha Platform to evaluate three distinct money managers. The three case studies aim to identify the driver of these managers' success: investment skill.