BlueRidge: Quick Thoughts on Portfolio Strategy - InvestingChannel

BlueRidge: Quick Thoughts on Portfolio Strategy

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  • If only 1 in 10 active managers can actually generate alpha, why would investors bother with the time, headache, or cost of active managers? Not so fast.
  • For active management as a whole, 2014 was a year when forces were aligned in such a way as to make it an especially difficult environment for active managers to outperform.
  • Active management allows for the continuous assessment of the state of the market and to make intentional choices about how best to take advantage of opportunities and mitigate risk.