57 Escape the index: High-conviction investing

Recently, some investors and advisors have thrown in the towel on active management and are questioning if there is still a place for it in portfolios. According to a recent research paper, high-conviction equity managers may still add value in terms of return potential and risk mitigation.

We’re joined by the authors of the paper, Irina Pacheco, and Michael Swope, to discuss the role that high-conviction strategies can play in a client’s portfolio and the research behind High-conviction strategies: Investing like you mean it.

For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.