WTT: Active Management Today is a Single Decision

episode

Capital Allocators – Inside the Institutional Investment Industry not yet transcribed

▲ 0

Transcript

This episode hasn't been transcribed yet Upvotes decide what gets transcribed next — 0 so far. Sign in to upvote

More from Capital Allocators – Inside the Institutional Investment Industry

Best of Pre-Mortem Analysis: Gary Klein 53 min · 17 Aug 2026

Best of Interviewing: Ted Seides 1h 5m · 10 Aug 2026

WTT: The Anatomy of a Blow-Up 6 min · 05 Aug 2026

Best of Decision-Making: Annie Duke (2022) 1h 22m · 03 Aug 2026

Best of Decision-Making: Annie Duke (2018) 1h 4m · 03 Aug 2026

Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514) 44 min · 30 Jul 2026

All episodes from Capital Allocators – Inside the Institutional Investment Industry →

Report any issue

Source

Recorded05 Aug 2023

Publishertedseides.libsyn.com ↗

Handlerec:5517836

Show notes

This WTT: Active Management Today is a Single Decision comes from a few conversations I've had recently with CIOs about the underperformance of long only managers who are underweight the magnificent seven. I got me thinking about the ramifications of stock index concentration on active management. Read Ted's blog here.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Sign in