I would find this compelling but I think there are pretty strong social incentives to not disagree publicly with the fund managers so you either need a mechanism to get around that or need someone who is very happy to disagree publicly and incur social/reputational costs
I would find this compelling but I think there are pretty strong social incentives to not disagree publicly with the fund managers so you either need a mechanism to get around that or need someone who is very happy to disagree publicly and incur social/reputational costs