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Nov 06 2024

Active/Passive Update Q3-2024: The “Other 493” Come Alive

  • Nov 6, 2024

Despite outperformance of value and small-cap stocks, actively-managed value and small-cap portfolios both struggled. No style box managed a clear win in favor of active management, which is unusual for such leadership conditions. There are several explanations that can account for this behavior.

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About The Author

Scott Opsal / Director of Research & Equities