Why Upgrading Works

Upgrading is the continuous process of moving incrementally toward market leadership as it develops. It’s impossible to forecast the next market leaders since market trends are only truly clear in hindsight.

Market leadership changes because economic conditions change. Money managers use an investment style that works well in some, but not all market environments. In fact, few, if any money managers consistently excel, because they are unable to change investment styles to match the changing economy.

With Upgrading, we don’t need to predict which funds will be the next leaders: all we have to do is stay flexible and move to the top-performing funds. The highest ranked funds in the current market environment are those who have gotten it right.

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