Roger Ibbotson on Hedge Funds, Liquidity, and the Myth of Capricious Markets

Nelson, Christina
September 2011
Journal of Financial Planning;Sep2011, Vol. 24 Issue 9, p16
Academic Journal
An interview with founder and corporate chairman Roger Ibbotson of Zebra Capital Management is presented. When asked about alternative investments, he refers to the after-fee alpha of hedge funds that guarantee a three percent return. He thinks that financial planners must consider low fees when looking for alternative investments. Ibbotzon believes that stocks are going too outperform the bonds over a long period.


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