Benchmarking Healthcare Hurdle Rate Leverage 
Barry Ritholtz
FEBRUARY 21, 2023
A second guess would have been a healthcare company. And right now, you look back over 10 years, our active funds, 94 percent are outperforming their competitive group averages, 68 percent are outperforming their benchmarks. That means a low hurdle rate. I mean, really, no one knows who Vanguard is. BUCKLEY: Yeah.
Barry Ritholtz
MAY 9, 2023
But I would say generally, there’s less leverage in the system. But I don’t think this is a wholesale shift, we’re in a higher rate environment, obviously, for now. So you’ve got to be really mindful that you’re getting paid enough on a nominal return basis versus the risk-free rate.
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