Section
active investing
320 posts
Why Allocation Matters So Much
by Cullen Roche, Pragmatic Capitalism My latest post on āpassiveā indexing made some people upset. Ā I have argued,…
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...
"Passive Investing" is Not Passive
by Cullen Roche, Pragmatic Capitalism This is my OCD speaking again and Iām not gonna beat around the…
The Active Vs. Passive Debate Has Become Rather Tiresome
by James Picerno, The Capital Spectator Morningstar got a lot of pushback from readers in the wake of…
The End of Stock Picking
by Cullen Roche, Pragmatic Capitalism Jason Zweig has a nice piece in yesterdayāsĀ Wall Street Journal on the end…
Why Active Managers Underperform
by Cam Hui, Humble Students of the Markets It is a tru-ism these days that active managers tend…
We Are All Active Investors ā Part 2
by Cullen Roche, Pragmatic Capitalism Early last year I wrote a post describing the illusion of āpassive investingā.…
Putting the āUnderperformanceā of Active Managers in Perspective
by Cullen Roche, Pragmatic Capitalism This mantra has been beaten into the brains of investors over the last…
Getting Closer: Fed Continues its Tapering & Moving Toward Rate Hikes
Getting Closer: Fed Continues its Tapering & Moving Toward Rate Hikes by Liz Ann Sonders July 30, 2014…
Why 'Buy and Hold' is a Misnomer
āWealth isnāt primarily determined by investment performance, but by investment behavior.ā ā Nick Murray Dr. Andrew Lo,…
What to do when Valuations are High?
by David Merkel, Aleph Blog A letter from a reader: Hi David, What would you recommend for…
Charles Ellis: The Rise (and Fall) of Performance Investing
by Ben Carlson, A Wealth of Common Sense āThe āwinnerās gameā of rigorous, individualized values discovery and counseling…
Under What Circumstances Will 'Smart Beta' Work?
by David Merkel, Aleph Blog Iām not an advocate for smart beta. Ā There are several reasons for that:…
Nearly Every Breadth Measure Shows Market is Overbought
by The Short Side of Long This months market breadth reportĀ focuses on the reoccurring theme, no matter which…
Another Nail in the Market-Timing Coffin
by Servo Wealth There is no siren song so seductive as one from an investment manager who promises…
An Updated Definition of Active Investing
by R.P. Seawright, Above the Market We have all heard the arguments about the flaws of active management…
