WTT: Active Management Today is a Single Decision
Podcast: Capital Allocators – Inside the Institutional Investment IndustryPublished On: Sat Aug 05 2023
Description: 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.
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