Why active managers are mimicking the flaw of passive benchmarks
March 16, 202635m 57s
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Show Notes
In a conversation with Top1000funds.com editor Amanda White, Hamzaogullari unpacks the tenets of good genuine active management including a long-term structural approach and truly differentiated insights, which focuses on the quality of ideas not the quantity.
For example, he says there will only be five to six companies which will benefit disproportionally from the AI trend while most of the other companies will struggle to sustain long-term growth.