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Testing for persistence in mutual fund performance and the ex-post verification problem: evidence from the Greek market

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Author Info
Vassilios Babalos
Guglielmo Maria Caporale
Alexandros Kostakis
Nikolaos Philippas
Abstract

The present study examines a series of performance measures with the aim of solving the ex-post verification problem. These measures are employed to test the performance persistence hypothesis of domestic equity funds in Greece, during the period 1998-2004. Correctly adjusting for risk factors and documented portfolio strategies explains a significant part of the reported persistence. The intercept of the augmented Carhart regression is proposed as the most appropriate performance measure. Using this measure, weak evidence for persistence, only before 2001, is documented. The growth of the fund industry, the direction of flows to past winners and the integration in the international financial system are suggested to be the reasons for the absence of performance persistence.

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File URL: http://www.informaworld.com/openurl?genre=article&doi=10.1080/13518470802173248&magic=repec&7C&7C8674ECAB8BB840C6AD35DC6213A474B5
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Publisher Info
Article provided by Taylor and Francis Journals in its journal The European Journal of Finance.

Volume (Year): 14 (2008)
Issue (Month): 8 ()
Pages: 735-753
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Handle: RePEc:taf:eurjfi:v:14:y:2008:i:8:p:735-753

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Related research
Keywords: mutual funds; performance persistence; market efficiency; emerging markets;

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This page was last updated on 2009-12-21.


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