'Moneyball' Makes Its Way to ETFs With 'ALFA'

The video discusses the replication of active hedge fund positions in ETFs, focusing on strategies to replicate these positions and the trends in hedge fund investments. It highlights the differences between various ETF strategies, addressing the impact of 13F filing delays on investment decisions. The discussion also compares hedge funds with mutual funds, emphasizing the superior stock selection skills in hedge funds. Finally, it explores the role of technology and growth in ETF portfolios, explaining why certain ETFs might be preferred over broader tech ETFs.

Why is the delay in 13F filings not considered a significant issue for skilled managers?

What is the rationale behind following the index of skilled investors as mentioned in the text?