2016 Active Investors Taxes 
The Motley Fool
FEBRUARY 6, 2024
I think you have a great, great thread or post on X about index investing and essentially the returns and costs associated with index investing versus the famous active investors including Kathy Wood and Bill Ackman. I think it's about 4x its shares outstanding since 2016. I will plug that. I'll put a link in the show notes.
The Big Picture
AUGUST 20, 2024
And if I’m gonna run through that language and, and help explain it, the single biggest contributor to that research was actually a 2016 paper by Lace Peterson, an A QR brilliant individual who wrote a paper called Sharpening the Arithmetic of Active Management. You were subject to the 75% marginal tax rate.
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The Big Picture
OCTOBER 24, 2022
In terms of kind of what this means for active and passive, I think there’s a lot to that. But as an active investor, I can say I’m a big fan of passive investing. And you could look around and find Munis running a tax equivalent — NORTON: That’s right. And when we look at the broad U.S.
The Big Picture
AUGUST 29, 2022
RITHOLTZ: In 2016 …. BALCHUNAS: … a couple trillion stuck in there because of taxes. RITHOLTZ: Super tax-efficient …. RITHOLTZ: … most of (inaudible) — Warren is an honest steward of active investing. RITHOLTZ: … the tax problem goes to the other shareholders who didn’t sell. RITHOLTZ: All right.
Pension Pulse
MAY 24, 2023
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. We initially acquired our stake in 2016.
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