Published Aug 5, 2023

WTT: Active Management Today is a Single Decision

Ted Seides delves into the pivotal role of a single decision in active management, examining the dominance of the 'mag seven' tech giants and its effects on investment strategy, portfolio construction, and stakeholder communication amidst market volatility.

Episode Highlights

Topics covered

Popular Clips

Allocation Dilemmas
Play Clip

Episode Highlights

Related Episodes

WTT – Playing for Tomorrow
Answers 383 questions
WTT: The Investment Manager Playbook - What Allocators Don't See
Answers 383 questions
WTT: Tale Backs Emerging Managers… and Then What?
Answers 383 questions
[REPLAY] Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
Answers 383 questions
[REPLAY] Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
Answers 383 questions
WTT: The Investment Office Playbook - What Managers Don’t See
Answers 383 questions
WTT: The Power of Private Equity
Answers 383 questions
WTT - Short-Term Gain, Long-Term Pain, Part 2
Answers 383 questions
REPLAY - Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
Answers 383 questions
WTT: The Real Yale Model
Answers 383 questions
WTT - I Don’t Know
Answers 383 questions
WTT – The Impermanence of Permanent Capital
Answers 383 questions
Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
Answers 383 questions
WTT: Reducing Fees: Actions Speak Louder Than Words
Answers 383 questions
Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411)
Answers 383 questions

Dexa/Capital Allocators – Inside the Institutional Investment Industry

WTT: Active Management Today is a Single Decision

Topics covered

Popular Clips

Allocation Dilemmas

Episode Highlights

Investment Philosophy

Communication Strategies

Active Management Challenges

Related Episodes

WTT – Playing for Tomorrow

WTT: The Investment Manager Playbook - What Allocators Don't See

WTT: Tale Backs Emerging Managers… and Then What?

[REPLAY] Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)

[REPLAY] Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)

WTT: The Investment Office Playbook - What Managers Don’t See

WTT: The Power of Private Equity

WTT - Short-Term Gain, Long-Term Pain, Part 2

REPLAY - Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)

WTT: The Real Yale Model

WTT - I Don’t Know

WTT – The Impermanence of Permanent Capital

Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)

WTT: Reducing Fees: Actions Speak Louder Than Words

Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411)

WTT: Active Management Today is a Single Decision

Topics covered

Popular Clips

Episode Highlights

Investment PhilosophyActive management today hinges on a single decision, particularly in the context of the "mag seven" technology giants. Ted Seides explores how this concentration impacts investment strategies and portfolio construction.

Investment Philosophy

Communication Strategies

Active Management ChallengesTed Seides examines the profound impact of market concentration on active management, focusing on the 'magnificent seven' technology companies. He highlights the challenges and strategic shifts required in today's investment landscape.

Active Management Challenges

Related Episodes