Stephanie Marini, CFP®, CRPC®
speaker
172 appearances
1 recordings
1 series
first heard Apr 2026
last heard 4 Apr
Stephanie Marini, CFP®, CRPC®’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.
Appearances
I think for actively managed funds, you do have more of a potential to beat the market.
That's what these managers are trying to do is make the tweaks and adding more or less of the different mixes to try and beat the market.
And then again, on the downside, because you have active managers,
they are making the changes to try and lessen any downside exposure as well if the market turns.
I think another benefit of actively managed funds is you can get more niche on your strategy.
With active managers, you can get very, very specific into someone's investment opinions, what they think is going to be the next sector.
And so it allows much more niche investing styles.
I think if you're going to have a manager, a human involved in picking, that you have the risk associated with that.
A manager could leave.
And then what does that do to an investment strategy?
A manager can be wrong.
And so you have a bit more of that human aspect.
And then along with that, because you are getting more niche or using that rationale, you can have a style drift over the years.
It's not that set it and forget it that maybe some of the index funds are because you're
Opinions change, companies change, and that could move the needle on how you're invested.
I think the full control is the advantage.
For our heavy researchers out there, the fact that you can research, you have the conviction to pick your own and build your own portfolio, I think is really not something you can get anywhere else.
Everything else is gonna come up with that prefix basket for you.
Individual stocks allowed you to build the basket.
And so there's a huge amount of beating the market and the returns that you can get if you choose right.
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