Section
active investing
316 posts
Bill Smead: The Good Shepherd Investor
by Smead Capital Management David was the King of Israel and the writer of many of the Psalms.…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Why Active Management Failed…and Didn’t
by Richard Brink, Walt Czaicki, and Scott Krauthamer, Alliance Bernstein Passive equity strategies have seen massive inflows over…
How to see the hidden risks of ETFs
by Sloane Ortel, Paul Kovarsky, CFA and Antonella Puca, CFA, CIPM, CFA Institute Exchange-traded funds (ETFs) attracted more…
Bill Smead: Minority Report
by William Smead, Smead Capital Management “Investing is the only sphere of life where victory, security and success…
Som Seif: How Dominant Is Indexing Versus Active?
We recently caught up with Som Seif, CEO, Purpose Investments in Toronto to continue our conversation about…
Som Seif: Has Indexing Distorted the Valuations of Index Stocks?
We recently caught up with Som Seif, CEO, Purpose Investments in Toronto. We asked him for his…
Stephen Lingard: Where are the opportunities?
In conclusion, we asked Stephen Lingard where the opportunities are, where he is positioning portfolios for this year…
Muscle Memory: Are your portfolios ready to withstand change?
by Eric Knutzen, CIO, Multi-Asset Class, Neuberger Berman Is your portfolio in the right shape to withstand rising…
Stephen Lingard: Has Low Dispersion in Index Stocks Made Active Investing Harder?
We asked Stephen Lingard for his thoughts on the argument that low dispersion in index stocks is making…
Stephen Lingard: Get Prepared for Inflation and Volatility in 2018 (Part 1)
In this first part of our featured podcast series with Stephen Lingard, SVP and Portfolio Manager, Franklin Templeton…
Dan Dupont: What are the key aspects of your investment strategy?
In the second part of this exclusive interview, Dan Dupont, Portfolio Manager, Fidelity Investments talks about his investment…
Managing success: How do active managers handle increasing AUM?
by Leola Ross, Russell Investments In our previous blog post, we noted that active managers demonstrated the potential…
Active vs Passive: When, Where and Why to be Which
Active vs Passive: When, Where and Why to be Which by Craig Basinger, Chris Kerlow, Derek Benedet, Shane…
Passive Carnage is Illogical
by David Goerz, Strategic Frontier Management September 2017 PASSIVE CARNAGE IS ILLOGICAL We observe increased discussion about passive…
Now May Be a Good Time to Increase Exposure to International Equity
Now May Be a Good Time to Increase Exposure to International Equity by Matt Bennett, Vice President, Fidelity…
