The Death of the Traditional Passive Fund

Fidelity’s annual global institutional investor fund survey, released in March, showed that institutional investors plan to turn more toward active strategies and smart beta products in the coming years. This…

Is GARP Investing Still Golden?

An article in CFA Institute discusses the methodology and performance of growth-at-a-reasonable-price (GARP) investing, a style popularized by Fidelity manager Peter Lynch. “Most investors,” the article says, “are inclined toward…