Jesse and Gabe sit down with Jordan Millner, a Portfolio Manager and Senior Investment Analyst at Cobblestone Capital Advisors. In this episode, they discuss:
- Defining Active & Passive Investing
- How *every* portfolio falls on the active/passive spectrum
- Market efficiency and the possibility of outperformance
- How to measure active and passive in a portfolio
- When and where there's value-add from active management
- Measuring conviction with active share and tracking error
- The importance of an investment policy statement
- The process of screening investment managers
Information presented in this podcast is not intended to be nor should be construed as individualized investment advice.
All content is of a general nature and solely for educational, informational and illustrative purposes.
Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.
Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.
