The Big Picture

APRIL 19, 2023

I have read endless screeds the past few years as to the return of the active investor and why passive is definitely going to fail this cycle. It’s amazing how much enthusiasm gets generated when almost half of active managers outperform for a quarter or two… See also: What Beat the S&P 500 Over the Past Three Decades?

Portfolios 133

Portfolios Investment Horizon Active Investors Returns 133

Axial

NOVEMBER 9, 2023

.” Visit SouthWorth’s Profile “Cottonwood Acquisitions is a family office partnership focused on investing in small to mid-sized businesses. Cottonwood seeks to partner with talented management teams to create value with a long term investment horizon.”

Private Equity Firms 52

Private Equity Firms Private Equity Firms Mergers and Acquisitions Investment Horizon 52

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. I hope you appreciate us not commenting more generally on this.

Investing 52

Investing Stakes Pension Funds Assets 52