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Passive/Active Strategies – not quite so simple after all

Passive/Active Strategies – not quite so simple after all

Scott Maxwell - Wednesday, April 30, 2014

For most of our career we’ve followed the passive/active debate. At times it takes on the character of a spiritual argument with both sides adopting an almost religious fervor about their views. Here at The H Group we’ve used both passive and active funds in the portfolio management process and feel there is a place for both. This article in Forbes, authored by Brian Portnoy, brings out some of the paradoxes when considering this topic.

Brian also points out that sometimes as investors or worst enemy isn’t the passive or active strategies we adopt but rather ourselves, running when markets fall and piling in when they are near their peak. Good food for thought as the year progresses.

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