August 5, 2023
WTT: Active Management Today is a Single Decision
Capital Allocators – Inside the Institutional Investment IndustryAbout this episode
This WTT: Active Management Today is a Single Decision comes from a few conversations I've had recently with CIOs about the underperformance of long only managers who are underweight the magnificent seven. I got me thinking about the ramifications of stock index concentration on active management. Read Ted's blog here .