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A Positive Case for Active Management

January 1, 2022 | Commentary

  • Active managers often struggle to add value beyond their fees, but there are some environments where the odds tilt in their favor.  Our current environment may be one of those.
  • Even long-term stock investors need to adjust their portfolios periodically.  Heightened volatility among individual stocks opens the door to thoughtful purchases at a discount and sales at a premium.
  • Market volatility spiked with the pandemic sell-off in Q1 2020.  What is unusual today is how long after the initial jump the volatility has remained elevated.  A major pick-up in the activity of retail investors, many of whom have discovered the high-octane world of option investing, may be a contributing factor.
  • Just because the opportunity exists for active managers to add value during volatile times does not mean it will happen consistently. Like in all volatile markets, patience and long-term perspective are most important to avoid emotion-driven missteps along the way.

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