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How Active Should Active Manager Be?

Morningstar’s John Rekenthaler convened a panel of experts to discuss active management.

Reckenthaler met with Martijn Cremers, professor of finance at Notre Dame and co-creator of active share; Ben Inker, portfolio manager and leader of the asset allocation team at GMO; and Ben Johnson, director of global passive strategies research at Morningstar.

 

They answered and discussed many topics relating to active management such as:

  • The various ways of being active-security selection, concentrated portfolios, big industry bets and more
  • How highly active management should be used, how to succeed, and how to handle periods of poor performance.
  • How active management relates to ETFs and how the FAANG phenomenon plays a role

 

The panel discussion can be found in the special report in the most recent issue of Morningstar Magazine.

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Monday, 17 September 2018 06:07

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