Beating the benchmark is the holy grail of active management — but it’s notoriously difficult and rare. Still, against the odds, a handful of portfolio managers do outperform the index, even if only fleetingly. We explore the tactics funds use to gain an edge.

And in today’s Dumb Question of the Week: What is the ‘Information Ratio’?

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns

Outsmarting the Index: Strategies That (Sometimes) Work for Active Funds

Many Happy Returns

Outsmarting the Index: Strategies That (Sometimes) Work for Active Funds