by planvesting.com | Feb 4, 2025 | Active Management
“All told, the rare success of active funds confirms that while there may be greater potential for outperformance in some markets, greater opportunity for outperformance is no guarantee of actual outperformance.” Read the full article...
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 | 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 | 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...
