Investment Insights Podcast – November 21, 2014

Bill MillerBill Miller, Chief Investment Officer

On this week’s podcast (recorded November 20, 2014):

What we like: Allocations to active managers and passive managers; passive may help save on fees; active may earn a return above fees

What we don’t like: When one side, active or passive, fairs better than the other; active has generally underperformed this year; passive has declared victory

What we’re doing about it: Generally if one is outperforming the other for a few years, the situation will reverse, thus, we are looking at more active managers

Click here to listen to the audio recording

The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change.

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