As active stock managers continue to face competition from low-cost index funds, some firms have managed to outperform benchmarks by using “specialized expertise and fundamental research in sectors like real…
Tag: active management
Ariel's John Rogers Defends Active Management
Before becoming the founder and chairman of Chicago-based Ariel Investments, John Rogers Jr. was a varsity basketball player at Princeton University and a winner at both Wheel of Fortune and…
Active Management is Alive and Well
An article in last month’s Enterprising Investor outlines some interesting insights into how active management is “alive, thriving and adding value across trillions of dollars of assets worldwide.” The author…
Has Trump Resurrected Active Management?
Hedge fund manager Dan Loeb believes the current environment is “undoubtedly better for active investing—just as active investing was considered to be on its deathbed,” according to an article on…
Active Investors Get a Chance to Shine
From the investor’s standpoint, a low level of unemployment isn’t necessarily good news, says a recent Bloomberg article. However, it can bode well for active versus passive investors. When more…
Low Cost and Know-How Key to Active Management Success
In an interview with Morningstar, Vanguard’s Daniel Wallick shares his perspective on how investors can successfully use active management. With respect to investors becoming “a bit disillusioned” when they see…
Greenblatt Weighs in on Active Management
“Most people have a tough time sticking with active managers who underperform for a period of time. But of course, if you’re going to beat the market, you have to…
Not All Active Managers Created Equal
As investors continue to divert dollars from actively managed funds to lower-cost passively managed index funds, research conducted by two finance professors at Pace University has revealed an interesting finding,…
A To-Do List for Active Managers
A new book entitled Winning at Active Management: The Essential Roles of Culture, Philosophy, and Technology, co-authored by William Priest, CEO at Epoch Investment Partners, addresses the reasons behind the…
Active Managers May Have a Fighting Chance
The number of Americans who own individual stocks has “steadily declined since the 1990s,” a situation only exacerbated by the flow of dollars into index funds. This according to a…