PathMaster Funds(1)

Capturing Performance Shifts

PathMaster Domestic Equity Fund

US> Small-Cap > Growth

May 09, 2007

Over time active managers have a very difficult time beating the benchmark as they do poor cash timing, they have poor sector bets and they overweight the stocks too much. What the PathMaster Domestic Equity Fund manager Rich O’Hara is trying to do is capture the size and the style shifts of the market and not individual stocks. The Fund maintains a well-diversified portfolio primarily of ETFs which helps reduce the risk of picking the wrong stocks.