In a piece for Bloomberg Opinion, Nir Kaissar questions whether the current winning streak of active managers can last. Of the 2,850 actively managed mutual funds in the U.S., almost…
Tag: active management
Alpha Boils Down To One Thing In Active Management
Picking the right stocks is the single most important thing to generate alpha, contends an article in Institutional Investor. According to a recent study from Inalytics that is cited in…
This Could Be The Golden Age of Active Management
In an interview with Barron’s, Raj Sharma, managing director of the Sharma Group at Merrill Lynch Private Wealth Management, says that having an advisor is more valuable and important in…
Goldman Calls Out Active Fund Managers For Missed Opportunities
Active fund managers lost outperformance opportunities in 2021, and investors should stay away from companies with more exposure to wage inflation, Goldman Sachs strategists wrote in a note, according to…
Greenblatt and Pzena on Active Management in 2021
In a recent investing masterclass, longtime friends Joel Greenblatt (Gotham Funds) and Richard Pzena (Pzena Active Management) shared insights on the state of active management and what it means to…