by planvesting.com | Jun 9, 2024 | Active Management
“Exhibit 1 illustrates that the percentage of top-half actively managed domestic equity funds consistently remaining in the top half over a five-year period (see Report 2) was less than a random distribution would suggest, evidence that active outperformance,...
by planvesting.com | Jun 7, 2024 | Index Funds
“In 2007, legendary investor Warren Buffett made a $1 million bet against Protégé Partners that hedge funds wouldn’t outperform an S&P index fund, and he won.” Read the full article here…
by planvesting.com | Jun 7, 2024 | Active Management
“After five years, the percentage of large caps underperforming benchmarks is 84%, and this grows to 90% and 95% after 10 and 20 years respectively.” Read the full article here…
by planvesting.com | Mar 10, 2024 | Index Funds
“‘Don’t look for the needle in the haystack. Just buy the haystack.’ Though many still tout their stock and bond picking credentials, active fund managers only rarely generate alpha (or market-beating returns). In the long term the index tends to...
by planvesting.com | Mar 10, 2024 | Active Management
“Something happened late last year that had long been predicted in the asset management world, but nonetheless was a major event: money in index funds overtook the assets in active ones <because> the majority of actively managed funds are underperforming...
