Equally, we believe in the virtues of passive management and continue to advise that this is an appropriate route for those funds which are unable to bring a competitive advantage to the manager selection process. That said, we are very mindful of the fact that passive management firms are not immune from many of the business issues facing active managers.”
04/06/2009
facing, profits, says:, observers, regulation, decision, wyatt, watson, advantage, versus, consolidation, dougherty
Opinion
The roughly US$2 trillion ($2.8 trillion) sell-off in the global software sector since September 2025 is, while a painful drawdown for growth investors, also a timely reminder that asset owners should be more alert to stock-specific dispersion and hidden concentration risk inside portfolios, writes JANA head of research execution, Matthew Gadsden.
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