article thumbnail

The 60/40 Portfolio is Back! *after not going away

The Big Picture

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?

article thumbnail

The 25 Most Active Family Offices on Axial

Axial

.” 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.”

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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

article thumbnail

2 Warren Buffett Stocks to Buy Hand Over Fist and 1 to Avoid

The Motley Fool

However, if you have a long-term investment horizon, this industry stalwart is probably worth buying today. If you are a more active investor who cares about valuation , you might want to take some profits here. Some of that is related to an acquisition that isn't playing out as well as hoped.