6 Nov 2025
Active Managers are leveraged long equities (>100% exposure) for the first time since July 2024.
Back then, we saw a 10% correction in the S&P 500. $SPX Source: Charlie Bilello
20 Oct 2025
Only ~20% of active equity managers have outperformed their benchmarks this year.
Source: Bloomberg, Jefferies
7 Oct 2025
Norway, a country with just over 5 million people, manages the world’s largest sovereign wealth fund, worth nearly $2 trillion.
This translates to around $340,000 for every citizen, making it one of the richest countries per capita. Source: Massimo @Rainmaker1973, Quartr
29 Aug 2025
"Don't look for the needle in the haystack. Just buy the haystack!" - Jack Bogle
Source: Peter Mallouk @PeterMallouk
26 Aug 2025
Based on futures market positioning, hedge funds and asset managers have been missing the rally
Source: Trend labs
21 Aug 2025
Index investing vs active management
Source: Brian Feroldi
18 Aug 2025
Fund management is a rough business... especially when you try to beat the sp500
Source: Invest in Assets
16 Jan 2025
BlackRock is eating the world:
Assets Under Management (AUM) grew by 15% to hit a fresh ATH at $11.55tn. BlackRock has raised $641bn in investor funds in 2024. Tally includes $390bn flowing into its ETF business overall, $226bn into equity funds, and $164bn into fixed-income. Source Bloomberg, HolgerZ
