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.
