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Equity Returns and the Fund Flow Sensitivity Premium

Research output: Working paperPreprint

Abstract

We empirically identify stocks which make flows into mutual funds holding them more performance-sensitive, and show that fund managers dislike holding these stocks; these stocks earn positive abnormal returns of around 3.5% annually; and, the sensitivity premium has increased over time as the mutual fund sector has grown. Higher flow-performance sensitivity seems to be induced by small, hard-to-value stocks with low analyst coverage and less liquidity; but, abnormal returns to sensitive stocks are not subsumed by these underlying characteristics. Finally, falsification tests show that aversion to sensitive stocks is more related to managerial exposure to investor-driven flows, rather than liquidity-preference.
Original languageEnglish
Publication statusPublished - 2011

Publication series

NameSocial Science Research Network

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