Fund Manager Use of Public Information: New Evidence on Managerial Skills
Authors: KACPERCZYK, MARCIN; SERU, AMIT
Source: The Journal of Finance, Volume 62, Number 2, April 2007 , pp. 485-528(44)
Publisher: Blackwell Publishing
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Abstract:
We show theoretically that the responsiveness of a fund manager's portfolio allocations to changes in public information decreases in the manager's skill. We go on to estimate this sensitivity (RPI) as the R2 of the regression of changes in a manager's portfolio holdings on changes in public information using a panel of U.S. equity funds. Consistent with RPI containing information related to managerial skills, we find a strong inverse relationship between RPI and various existing measures of performance, and between RPI and fund flows. We also document that both fund- and manager-specific attributes affect RPI.Document Type: Research article
DOI: 10.1111/j.1540-6261.2007.01215.x
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