Many Large-Cap Active Managers Are Beating Their Benchmarks, Despite 2022's Market Tumult

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According to the SPIVA U.S. Scorecard, a new study by S&P Global, large-cap active managers are experiencing best year against their benchmarks since 2009.

"No. 1 is rising dispersion, which measures the spread among returns in an index," she said."The greater that dispersion is, the greater the opportunity to add value from stock selection."

"Two other points for you," Ganti said."Historically, we've seen that active portfolios tend to be closer to equal in cap weighted. So perhaps that was another tail wind of the underperformance of mega caps. And finally, we've seen the recovery in value after decades of underperformance. These are all some of the reversals this year that potentially played a role."

"We hope that we're going to see less fees, we think we're going to see a lot more tax efficiency," he said."Trading costs have come down, which are all things that work against you trying to beat that benchmark." "If you're reading the tea leaves and just getting the signals from economists in the markets, you think you would have pushed a little bit more in," he said."I think there's too much sector hugging, which is impeding the ability of advisors and managers to beat their benchmarks."

 

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