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Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2024 investor letter. A copy of the letter can be downloaded here. Equity markets surged at the beginning of 2024 in anticipation of the US economy entering a “goldilocks” scenario – a soft landing combined with decreasing inflation, potentially leading to […]
Active managers are revisiting pressured bank holdings, while some previously raised red flags about the failed stock.
The difference between growth and value funds was stark.
These small- and mid-growth funds remain highly regarded even though they are struggling in 2021.
It's been difficult for actively managed U.S. and international-equity funds to beat their benchmarks. According to Morningstar's Active/Passive Barometer, only 48% of active U.S. stock funds survived and outperformed their average passive peer over the 12-month period ended June 2019, and only 23% of all active funds beat their passive benchmark over a 10-year period. As Morningstar director of global ETF research Ben Johnson notes in the report, foreign-stock and bond funds tend to have higher long-term success rates, while U.S. large-cap funds report the lowest success rates. To identify...