2020 was a year in which some small-cap asset managers flourished while most struggled to adapt to the changing tides of an unprecedented global pandemic. Active managers will not soon forget the difficulty of investing in 2020, but the dynamics that predicated the market may go overlooked.
In this newsletter, we seek to address the underperformance of small-cap active managers over the last several years, focusing on factor fallout and the definition of quality. We will specifically look to address how the rise of thematic versus fundamental investing came to the forefront in 2020.
GDP growth turning positive in the first quarter, May unemployment down to 5.8% from 14.8% in April 2020, and the…
This legislative update covers the Secure Act 2.0, provides an update on the Department of Labor’s enforcement of its
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