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Rekenthaler Report

Reasons Not to Invest in Boutique Funds

Small isn't always beautiful.

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Fool Me Once

Boutique funds are enticing. While the major fund companies struggle to put their new assets to work, rehashing their portfolios with the same old ideas, younger rivals are unburdened. They have fresh ideas that can be easily implemented, with few (if any) copycat investors following their trades.

John Rekenthaler does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.