Tag Archives: Dan Strumpf

Why are active managers lagging?

In late 2013 and early 2014, we heard considerable chatter about the coming “stock picker’s market.”  2014 would favor stock selection strategies, it was said, because intra-market correlation was falling as macro-economic risks receded.  This morning’s Wall Street Journal reports that the contrary view — that low levels of stock market dispersion would make 2014 an Read more […]