Evolving Active Management
Active management is undergoing a significant transformation, with clients favoring more concentrated positions and longer time horizons. The shift away from closet indexing means that managers must focus on high-conviction stock selection to justify their fees. At Cowen, the commitment to catering exclusively to active management emphasizes the importance of generating alpha and engaging with the ongoing active versus passive debate in the investment landscape.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09)
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