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Feb 06 2023

Active Managers Embrace The Bear

  • Feb 6, 2023

The fourth quarter of 2022 saw broadly positive equity-market performance with the S&P 500 returning +7.6%, the Russell 1000 Mid Cap Index at +7.2%, and the Russell 2000 Small Cap Index gaining 6.2%. Strong returns usually present a headwind for active managers, but the fourth quarter proved productive for actively managed funds.

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About The Author

Scott Opsal / Director of Research & Equities