Polen Capital

The Heightened Risk of Passive in U.S. Large-Cap Growth - Polen Capital

September 27, 2023 in IMGP Partner

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.

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