Questions

XIRR or CAGR or IRR: Which measurement to use to evaluate fund managers performance?

While there are many ratios, many factors. The most important way that I recommend

What is your BETA?

I was asked by the Quants professional, what is the BETA of the fund. I can say that most of the investments are in large caps, meaning large companies and core companies ( not IT, not Software), example Coca- Cola, so the BETA is less. While I can get the exact number, but i think its not worth for our philosophy of value investing. Beta is either way for most stocks less than 1.


What is your Sharpe Ratio?

While honesty, I dont know what it means. But I think its a risk assessment. While I will list some of the top 20 stocks in my portfolio soon and you can measure them yourself. My assessment is that the most important principle is LOW RISK stocks. 

The Sharpe ratio divides a portfolio's excess returns by a measure of its volatility to assess risk-adjusted performance ·