Active Management Insights
A trend towards explicit indexing has influenced active managers to adopt higher active shares, compelling them to differentiate their strategies. As indexing increases, it also brings attention to fees, prompting active managers to lower their costs. Understanding various market dynamics, including credit and equities, is crucial for investors, as fundamental analysis remains a key component across different investment strategies.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
REPLAY - Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
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