Active Management

To perform different than the market you need to look different than the market. The right active manager aims to outperform the market over a specific period of time with lower volatility.

Active Management Overview by Darcy Hulston V2
Rob Why Active

Shift to Active

Investors have enjoyed the benefit of the broader market since the financial crisis, as the rising tide lifted all boats.  However, we believe we are entering a market environment that will favour active management.

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Importance of Upside Downside Capture

Truly active managers could add value to your portfolio by not only participating when markets go up, but also protecting capital during market downturns.  A measure of this is upside/downside capture (ratio).

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