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Transcript: Mike Green, Simplify Asset Management

The Big Picture

00:20:33 And so in that period they ceased to be passive investors, they became active investors, and that became an opportunity for outperformance. So the growth of balanced funds was a real, really key characteristic of that 2006 to 2012 market. Everybody is an active investor. That changes the dynamics.

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A Conversation With John Graham on CPP Investments Fiscal 2023 Results

Pension Pulse

For an active investor, that provides opportunities,” Graham said, referencing CPP Investments’ approach of combing the globe and often making direct investments in a wide range of assets, from airports to toll roads and energy utilities to malls. The original investments were made between 2012 and 2014. and the U.S.