The Heightened Risk of Passive in U.S. Large-Cap Growth - Polen Capital
This year, equity markets have delivered a one-two punch of concentration and narrowness in large caps. Some investors may be content to go along for the ride, effectively betting on the go-forward success of a small subset of companies. We think that’s risky. Here’s why we take an active approach.
Related research
Asset Class Review: Equities
Within the U.S. market, performance in 2023 was driven by the handful of mega-cap growth stocks (d ...
Osterweis Strategic Income Update – First Quarter 2024
The Osterweis Strategic Income Fund (the Fund) posted a strong absolute return of 2.34% for the qu ...
Asset Class Review: Managed Futures
As we enter 2024, the economic environment looks quite different than it did just one year ago. In ...