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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.
Read > Small-Cap: Much Ado About Quality
08.03.2022
The National Bureau of Economic Research (NBER) is widely considered the official judge on what is and is not a…
07.29.2022
The U.S. dollar is the strongest it has been in a generation. The U.S. dollar index is up almost 11%…
07.28.2022
Last week, we hosted our “Halftime” Market Insights Webinar. As the host, my job was to introduce…
07.21.2022
This video is a recording of a live webinar held July 20th by Marquette’s research team, featuring in-depth analysis of…
07.19.2022
Americans are paying more at the pump this summer than they ever have in the past. The national average in…
07.15.2022
Sustainable investing is not new to Marquette. Ranging from mission-driven screening to minority-owned investment manager utilization, Marquette has been partnering…
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