Tag Archives: passive investing

2013: A year in SPIVA Perspective (Part I)

2013 was the blockbuster year for equity as the domestic equity markets posted double-digits returns.  In a year marked by record breaking gains, it is particularly important to measure the relative performance of active funds versus the indices as bull markets often present challenging conditions for active managers to overcome. The 2013 year-end SPIVA report Read more […]

ETFs and William Shakespeare in 2014

“A rose by any other name would smell as sweet” Juliet says to Romeo when trying to illustrate it is the essence of a something which is important, not what it’s called.  If Shakespeare were alive today, and Juliet were an investor, would he have her say the same things about an ETF?  Would she Read more […]

Active vs Passive Investing – Looking at 2013 Mid-Year Results

The past 12 months ending June 30 saw an impressive rally in the domestic equity markets with S&P 500, S&P MidCap 400 and S&P SmallCap 600 posting double digit gains.  During that period, the majority of active managers in all the categories except small cap growth underperformed their benchmarks.  The SPIVA 2013 mid-year report shows Read more […]

Man Bites Dog

Everyone wants to invest with the ‘smartest guys in the room’. But what do the smartest guys invest in? Well, a poll of mutual fund professionals suggests a very surprising result. As regular readers of this blog will know, while there are plenty of managers who can show attractive returns over the past few quarters Read more […]