Active
Learn about the latest trends in active investment strategies and their impact on investment performance.
Small/Mid Cap Equity Manager of 2022: Tributary Capital Management
By Jeff BermanTributary's Small Cap portfolio returned 34% in 2021, outpacing the Russell 2000 Index by 19.2%, according to Envesnet.
June 16, 2022
Specialty Manager of 2022: LazardThree key areas of portfolio's success in 2021 included investments in the railway sector, toll roads and utilities based in the United Kingdom.
June 16, 2022
Liquid Alternatives Manager of 2022: Capital Wealth PlanningTypically, covered calls are written on 30% to 60% of stocks in the portfolio, says manager Kevin Simpson.
June 16, 2022
Multi-Asset Strategist Manager of 2022: SSI Investment ManagementThe boutique firm says its 12-member portfolio team relies on fundamental analysis and quantitative research to generate consistent performance.
June 16, 2022
Meet the 2022 Asset Manager of the Year WinnersThe top active managers, picked by judges from Envestnet and ThinkAdvisor, stand out for their consistent ability to create alpha for investors.
June 15, 2022
Ark's Cathie Wood Sees Deflation Risk, Defends Innovation StocksHer flagship Ark Innovation ETF (ARKK) is down more than 65% from a year ago.
June 02, 2022
Bob Doll: Recession Unlikely by Year End"The labor market is hot," Doll says. "We've never commenced a recession with the labor market this strong."
May 23, 2022
Wall Street Is as Baffled by Stocks Now as It Has Ever BeenProfessional forecasters are quickly rolling back projections that now look overly rosy.