In this episode of Fireside Markets, Jason Voss, content director at the CFA institute, joins me to discuss his recent series on the merits of active vs. passive portfolio management. Voss, CFA charterholder and former portfolio manager of the Davis Appreciation and Income fund had recently written a series titled “Alpha Wounds” in which he dissects several aspects of the typical arguments and contributes his own analysis as well. We discuss his writings and many adjacent topics in detail.
Items we discussed include:
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