12 Quotes by Sonya Morris

The new fund will be playing in different space, but you can make some assumptions about how it might perform by looking at Strategic Equity Fund.

I'm very glad to see it close. We've been cautioning investors not to expect as much from it because its asset base has significantly limited its flexibility. At a certain level, it's going to lose its ability to distinguish itself from an index fund.

I don't think the conflicts completely disappear but the transaction certainly helps alleviate some of that.