Section
active investing
316 posts
Why Active Managers Underperform
by Cam Hui, Humble Students of the Markets It is a tru-ism these days that active managers tend…
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...
We Are All Active Investors – Part 2
by Cullen Roche, Pragmatic Capitalism Early last year I wrote a post describing the illusion of “passive investing”.…
Putting the “Underperformance” 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
“Wealth isn’t primarily determined by investment performance, but by investment behavior.” – 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 “The “winner’s game” of rigorous, individualized values discovery and counseling…
Under What Circumstances Will 'Smart Beta' Work?
by David Merkel, Aleph Blog I’m not an advocate for smart beta. There are several reasons for that:…
Nearly Every Breadth Measure Shows Market is Overbought
by The Short Side of Long This months market breadth report 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…
Philosophy Differs From Strategy
by Rick Ferri Want to be a successful investor? Have a sound investment philosophy before trying…
Why Do Investors Keep Buying “Actively” Managed Funds?
by Cullen Roche, The Pragmatic Capitalist Important question here by Larry Swedroe from last week. If we…
Three Classes of Investors Who Should Sell Stocks Now
by Ben Carlson, A Wealth of Common Sense “We tend to judge the probability of an event by…
Investment Management: Beyond "He's a Terrific Stock Picker!"
by Cam Hui, Humble Student of the Markets If investors don't have time or inclination to manage their…