Active Management

An investment strategy that produces consistent Relative Alpha®.

Research suggests index investing makes active managers better.

A large business exists on the premise that advisors can select the best of the best. The big question is whether “selectors” are good at “selecting.”

How could an investor have outperformed 100% of the time in the longest bear markets?

It’s not enough to follow someone’s advice to invest in index funds. Actual passivity contradicts the trustee’s duty to act as a prudent fiduciary. Passive investment products are potentially as complex as any other, and prudence demands careful evaluation.

For many of us who have been in the industry for many years, the idea that so-called passive investing outperforms is hard to take.