by Jason Apollo Voss | 23 06 2020 | Blog
Forgive me for referring to the S&P 500 as analogous to “the market” in my headline. This is one of my pet peeves, because the Market is a much broader thing than one broad-based stock index. It is really every investable asset, in my opinion. However, I recognize...
by Jason Apollo Voss | 16 06 2020 | Blog
Last week I described the top 6-10 things that hurt active management, along with 3 honorable mentions. This week I hit the really juicy things in numbers 1 to 5. In brackets are those who I think bear responsibility for the item. But a slight side step, first. I...
by Jason Apollo Voss | 11 06 2020 | Blog, From the Research Chair, News & Events
Michael Falk, CFA, CRC and Jason A. Voss, CFA host From the Research Chair, a twice monthly show designed to help your teams improve their investment philosophy, process, and execution. In Episode 1 we will discuss the crucial elements of sound investing based on our...
by Jason Apollo Voss | 09 06 2020 | Blog
Many active managers wrote to me directly after last week’s article (my 2nd most popular ever), and I made many new friends along the way. Given that I am the CEO of Active Investment Management (AIM) Consulting, LLC, let’s keep with our active management theme. Over...
by Jason Apollo Voss | 02 06 2020 | Best of the Blog, Blog
Another day, another controversial subject within investment management I am taking on. In this post I discuss and hope to dismantle an oft-repeated missive about active management. Namely, that active management is zero sum. For brevity’s sake, I propose the acronym...