Remove 2021 Remove Active Investors Remove Mutual Funds
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Transcript: Marta Norton

The Big Picture

And so there was a lot of need on the active mutual fund friends. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. RITHOLTZ: So these are stocks, bonds, ETFs, mutual funds? And he found it in the mutual fund space.

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Transcript: Eric Balchunas

The Big Picture

But I covered derivatives at first, and then I cover mutual funds. I worked for a (inaudible) called Fund Action and did that for a little while, and then went — I met a guy named Duff Ferguson at AllianceBernstein. They’d be the biggest active mutual fund to shop times over. RITHOLTZ: It’s ….

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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. And what that will allow me to do is have minimal trading costs, minimal tax costs, and avoid all the behavioral problems that comes with active management.

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Top Funds' Activity in Q1 2023

Pension Pulse

Even those who are active investors reflect sentiment at depressed levels. Between 2020 and 2021, Icahn Enterprises reported $4.3 While the fund has lost three-quarters of its value since its high in early 2021, it has gained 23% this year. Here are some funds worth tracking closely.