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The Performance of Local versus Foreign Mutual Fund Managers

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Author Info
Rogér Otten
Dennis Bams
Abstract

"In this paper we examine the performance of US equity funds (locals) versus UK equity funds (foreigners) also investing in the US equity market. Based on informational disadvantages one would expect the UK funds to under-perform the US funds, especially in the research-intensive small company market. After controlling for tax treatment, fund objectives, investment style and time-variation in betas, we do not find evidence for this. In the small company segment we even find a slight out-performance for UK funds compared to US funds. Finally we observe a home bias in the UK portfolios, which is partly attributable to UK funds investing in cross-listed stocks in the USA." Copyright 2007 The Authors Journal compilation (c) 2007 Blackwell Publishing Ltd.

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File URL: http://www.blackwell-synergy.com/doi/abs/10.1111/j.1468-036X.2007.00379.x
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Publisher Info
Article provided by Blackwell Publishing Ltd in its journal European Financial Management.

Volume (Year): 13 (2007)
Issue (Month): 4 ()
Pages: 702-720
Download reference. The following formats are available: HTML (with abstract), plain text (with abstract), BibTeX, RIS (EndNote, RefMan, ProCite), ReDIF
Handle: RePEc:bla:eufman:v:13:y:2007:i:4:p:702-720

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Web page: http://www.blackwellpublishing.com/journal.asp?ref=1354-7798

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