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Capital Allocators – Inside the Institutional Investment Industry

Business:Investing

WTT: Active Management Today is a Single Decision

2023-08-05

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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.