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By Morningstar.com | 10-01-09 | 01:25 PM | Email Article

Mutual fund managers' quarterly letters, market commentaries, forecasts, and other reports are full of interesting tidbits and, if one looks carefully, investment ideas.

Morningstar.com offers coverage of more than 1,700 stocks, 1,700 mutual funds, and 300 ETFs, plus market news, economic analysis, portfolio-planning insights, and investment commentary.

Many portfolio managers, research chiefs, and advisors take the time to express their opinions about the markets, individual stocks, or other items on their minds. Some fund shops publish more frequently--on a monthly or even weekly basis. 

If you are interested in contributing to Perspectives, please email Liana Madura.

Recent Commentary
Calvert Group | Greg Habeeb, SVP and Head of Taxable Fixed Income | 09-30-2009
Treasury Yields Poised to Rise
Calvert believes that Treasury yields will rise because of the rapidly increasing supply of Treasuries that has resulted from the government's need to finance its aggressive economic stimulus spending.

Anderson Griggs | Kendall Anderson | 09-30-2009
Are You Living in a Box?
The simple process of separating our investment funds into individual boxes, independent of each other, is one of the major reasons investors may never reach their ultimate goals.

Barel Karsan | Saj Karsan | 09-30-2009
Talk About Gold
Eventually a large group of buyers will be left holding the bag when the party is over, with massive losses.

Sidoxia Capital Management | Wade W. Slome, CFA, CFP | 09-30-2009
Shiny Metal Shopping with Schiff, Rogers, and Faber
According to the hyper-inflationary "Three Musketeers," be prepared to pay for your groceries in gold bullion.

Barel Karsan | Saj Karsan | 09-29-2009
Why Not Let Inflation Be?
We find extra costs associated with a higher inflation rate, even when that rate is expected and anticipated.

Sidoxia Capital Management | Wade W. Slome, CFA, CFP | 09-29-2009
Taking Facebook and Twitter Public
Sidoxia's Wade Slome discusses the nuances of valuing growth companies.

US Global | U.S. Global Investors | 09-29-2009
Small Stocks Driving the Market
Business cycle analysis suggests that we may be starting a new leadership cycle for small-caps.

Advisors Capital Management | Dr. Charles Lieberman, CIO | 09-28-2009
Unappreciated Risk
Investors are (mistakenly) focused on short-term stock movements instead of the more important concern of whether economic recovery is underway.

Claymore Securities | Mike Schwager, Chief Market Strategist | 09-28-2009
Sub-Par Economic Recovery Underway
The market experienced a much-needed pullback, but weakness will likely prove temporary.

Patterson Advisors | David C. Patterson, Erin Preston | 09-28-2009
Next Crisis May be Sooner Than You Think!
Government bailouts may have allowed banks to avoid learning an important lesson.

Contrarian Edge | Vitaliy Katsenelson, CFA | 09-28-2009
Will Japan Drive Our Interest Rates Higher?
Japan has the potential to become a formidable competitor for borrowing.

Hussman Funds | John P. Hussman, Ph.D. | 09-28-2009
We're Speaking Japanese Without Knowing It
By propping up unhealthy banks, the U.S. is unwittingly committing the same mistakes as the Japanese did in their decade-long stagnation.

Lord Abbett | Milton Ezrati, Senior Economist | 09-28-2009
Financial Healing
While risks remain, likelihoods favor continued healing in capital markets, especially in light of the ongoing de-leveraging in the household and financial sectors.

Sidoxia Capital Management | Wade W. Slome, CFA, CFP | 09-28-2009
Avoid Chasing Your 401k Tail
A plan based solely on emotion is doomed for failure.

US Global | Frank Holmes, CEO | 09-28-2009
India's Economic Tipping Point
India is now approaching a per-capita GDP level that may prove to be a tipping point for economic growth and consumption.

John Mauldin | 09-25-2009
Welcome to the New Normal
To get to 5% unemployment we will have to create an unprecedented 14 million jobs in the next five years.

Antonio Fatas and Ilian Mihov on the Global Economy | Antonio Fatas | 09-25-2009
Will Output Return to the Pre-Crisis Level?

Barel Karsan | Saj Karsan | 09-25-2009
Stopping in the Name of Losses
Should value investors use stop-loss orders?

Sidoxia Capital Management | Wade Slome, CFA, CFP | 09-25-2009
Time to Take Out the Trash: From Garbage to Cream
Now is the time to focus on quality stocks.

John Mauldin | John Mauldin | 09-25-2009
Welcome to the New Normal
To get to 5% unemployment we will have to create an unprecedented 14 million jobs in the next five years.

Patterson Advisors | David C. Patterson, Erin Preston | 09-24-2009
We May Need to Re-Think Our Tolerance for Risk
Investors should make sure they are not taking on more risk than they need to in order to achieve their goals.

Sidoxia Capital Management | Wade W. Slome, CFA, CFP  | 09-24-2009
How to Make Money in Stocks Using Cash Flows
The next time a holding craters (or sky-rockets), take an accounting on the state of the company's cash flows before making any rash decisions to buy or sell.

Smead Capital Management | William Smead, Chief Investment Officer | 09-24-2009
Cult Stocks
Looking at what makes a 'Cult Stock' could remind investors of what really matters in the stock market.

Patterson Advisors | David C. Patterson, Erin Preston | 09-24-2009
We May Need to Re-Think Our Tolerance for Risk
Investors should make sure they are not taking on more risk than they need to in order to achieve their goals.

US Global | Frank Holmes, CEO | 09-24-2009
Russia's Mixed Bag Recovery
Russia's biggest prospect for economic growth comes from beyond its borders.

Calvert Group | Greg Habeeb, SVP and Head of Taxable Fixed Income | 09-23-2009
Risk and Reward: Finding the Balance in Taxable Bonds
Calvert Investments interviews manager Greg Habeeb on how he manages the risks of investing in bonds in an environment of rising interest rates.

Sidoxia Capital Management | Wade W. Slome, CFA, CFP | 09-23-2009
The Hidden Train Wreck � Professional Athlete Portfolios
Even wealthy professional athletes have been impacted by the financial crisis, not to mention the aggressive sales tactics of the investment industry.

Calvert Group | Greg Habeeb, SVP and Head of Taxable Fixed Income | 09-23-2009
Risk and Reward: Finding the Balance in Taxable Bonds
Calvert Investments interviews manager Greg Habeeb on how he manages the risks of investing in bonds in an environment of rising interest rates.

Tacita Capital | Michael Nairne | 09-22-2009
Lower Than You Think
Although many analysts fear the inflationary consequences of the massive money supply created by the Fed, deflation remains the more immediate threat.

INSEAD | Shellie Karabell | 09-22-2009
On Adam Smith, Gordon Gecko and Controls on Self-Interest
The old taboos surrounding ways of behavior in the business world no longer work - or perhaps work inefficiently at best.

INSEAD | Shellie Karabell | 09-22-2009
Family Values: Leading the Way out of the Downturn
Family-owned businesses are able to leverage an inherent competitive advantage to ensure they survive and prosper despite the poor business and financial climate.

INSEAD | Karen Cho | 09-22-2009
A Winning Global Strategy: Focus on China and India
Those who ignore the emergence of both China and India will do so at great peril.

INSEAD | 09-22-2009
The Death of the Corporate HQ?
Corporate headquarters may very well become a thing of the past.

INSEAD | Robert Goldsmith | 09-22-2009|
Innovation Booming in Emerging Markets Despite Obstacles
Rather than hindering innovation in Latin America, the lack of certain favorable conditions may be stimulating it.

INSEAD | Shellie Karabell | 09-22-2009
In the World of Banking, Does Size Matter?
INSEAD Professor of Banking and Finance Jean Dermine says banking regulation, rather than a cap on bank size, is the way to prevent another meltdown.

Sidoxia Capital Management | Wade W. Slome, CFA, CFP | 09-22-2009
Walking on Egg Shells
"Nervous Nelly" investors panicked on the way down last year, and now they are fearful on the way up.

US Global | John Derrick, Director of Research | 09-22-2009
Broken China? Don't Buy It
U.S. Global Investors sees a broadening global recovery and signs that the world may no longer have to lean so heavily on China for support.

Antonio Fatas & Ilian Mihov Global Economic Blog | Antonio Fatas | 9-22-2009
Household Debt, Consumption and Wealth
Contrary to all complaints, U.S. households today are richer than at any point in time in the pre-1995 period.

Antonio Fatas & Ilian Mihov Global Economic Blog | Antonio Fatas | 9-22-2009
Output, Employment and Productivity During the Crisis
The behavior of labor market variables has been quite different across countries.

Anderson Griggs | Kendall J. Anderson, CFA | 09-21-2009
Create a Portfolio That Meets Your Needs
Understanding your financial goals and creating an appropriate plan are the keys to long-term financial success.

Sidoxia Capital Management | Wade W. Slome, CFA, CFP | 09-21-2009
Metamorphosis of a Bear into Bull
Markets have transitioned from sheer panic to a manageable utter fear.

Barel Karsan | Saj Karsan | 09-21-2009
Price To Cash Flow: A Useful Metric
As value investors we prefer buying companies with stable cash flows and prices to those cash flows which are at reasonable multiples.

Hussman Funds | John P. Hussman, Ph.D. | 09-21-2009
Strenuously Overbought
We would be remiss not to consider the fact that investors were equally cheerful after a peak in early 1930, after which the market suffered a subsequent decline to fresh lows.

Hussman Funds | William Hester, CFA | 09-21-2009
Without 'Phoenix' Stocks Volume Continues to Contract
Since the Government's rescue, these financial firms have risen up from the ashes.

Advisors Capital Management | John Petrides | 09-21-2009
Stocks Have Moved From Being "Ridiculously Cheap" to "Very Undervalued"
There is plenty of value left in many parts of the market.

Claymore Securities | Mike Schwager, Chief Market Strategist | 09-21-2009
Despite the Gains, the Market is Starting to Feel a Little Heavy
While the week contained a bucket full of very upbeat economic data points, the market's reaction to the news seemed a little bit heavy.

Lord Abbett | Milton Ezrati | 09-21-2009
Dodging Tax Decisions
A national sales or value-added tax is likely to be considered as Washington amasses an unprecidented federal deficit.

John Mauldin | John Mauldin | 09-18-2009
The Hole in FDIC
Are you ready for the FDIC to be down as much as $400 billion?

INSEAD | Kevin Tan, Singapore | 09-18-2009
Profits With Principles
Levi Strauss CEO John Anderson says being socially responsible can pay.

INSEAD | Kevin Tan | 09-18-2009
Further Consolidation Seen in Private Banking Sector
Cost-cutting efforts and falling revenues will drive further consolidation of private banks.

Sidoxia Capital Management | Wade W. Slome, CFA, CFP | 09-18-2009
Tips for Survival and Prosperity in Challenging Economic Times
Survival requires multiple strategies.

Sidoxia Capital Management | Wade W. Slome, CFA, CFP | 09-17-2009
Action Dan (Poker King) and Professional Investing
The key to successful investing, as in the game of poker, is a skillful balance of art and science.

24/7 Wall Street | Jon C. Ogg | 09-17-2009
S&P Knocking Down Another $578 Billion in CDO Ratings
Standard & Poor's Ratings Services is making a house-cleaning exercise which could have a broad impact on the ratings of thousands of already-troubled securities.

24/7 Wall Street | Douglas A. McIntyre | 09-17-2009
Double-Digit Unemployment as Far as the Eye Can See
The drag of the jobless will pull the economy back under.

24/7 Wall Street | Douglas A. McIntyre | 09-17-2009
Interview With Ford CEO
24/7 Wall St. interviews Ford CEO Alan Mulally on Ford's major plans, the global car markets, and the effects of the recession.

Antonio Fatas and Ilian Mihov on the Global Economy | Antonio Fat�s | 09-17-2009
Stretched V or U? The Shape of the Last Three Recessions
Looking at the forecast for the next 6 quarters, the pace of recovery is not that different from what we have seen before.

Barel Karsan | Saj Karsan | 09-17-2009
Banks And Value Investing
For the average retail investor it is just too difficult to determine the intrinsic values of these "black boxes."

Smead Capital Management | William Smead, CIO | 09-17-2009
The Greatest Bull Market that No One Loved
This could be one of the greatest bull markets of all time. Why is it so unloved?

Sidoxia Capital Management | Wade W. Slome, CFA, CFP | 09-16-2009
History Never Repeats Itself, But It Often Rhymes
By studying the past we can understand the repeated mistakes of others (caused by fear and greed), and avoid making similar emotional errors.

US Global | Frank Holmes, CEO | 09-16-2009
Making Oil From Dirt
The oil sands in the Fort McMurray region give Canada the second-largest reserves in the world.

Leuthold | Steve Leuthold | 09-15-2009
The Bull Market "Gets No Respect"
How long will today's still cautious and bearish investors be able to stand against the increasingly obvious rising global economic tide?

Sidoxia Capital Management | Wade W. Slome, CFA, CFP | 09-15-2009
Spitzer the Pot Calling the Fed Kettle Black
The former Attorney General of NY is getting on his soapbox and telling others the Fed has been committing a Ponzi Scheme.

American Beacon | Jim Barrow, George Davis, Paul Lesutis, Howard Gleicher, Wyatt Crumpler | 09-15-2009
Lasting Effects of the Great Recession
When everybody is worried about something, they are probably looking at the wrong thing.

Anderson Griggs | Kendall Anderson | 09-15-2009
Don't Underestimate How Long Your Investments Must Work for You
Most of us are far too pessimistic when estimating how long we will live.

Royce Funds | 09-15-2009
Coming Back for the Long Haul
Portfolio Manager Buzz Zaino shares his thoughts on his portfolio, as it comes through one of the most difficult markets in recent memory.

Turner Investment Partners | 09-15-2009
Six Regional Banks with the Right Stuff
Turner Investment Partners says the best regional banks are the best-capitalized regional banks.

Sidoxia Capital Management | Wade W. Slome, CFA, CFP | 09-14-2009
Gold Market Lunacy Kicking into Gear
This frothing, speculative behavior forebodes an ugly finale.

24/7 Wall Street | Douglas A. McIntyre | 09-14-2009
China and the U.S. - A Good Old-Fashion Trade War
China has the upper hand in a trade war with the U.S. and is about to use that hand to proves its supremacy.

Calvert Group | Natalie Trunow, Senior Vice President, Head of Equities | 09-14-2009
Markets Continue to Find the Positive in Mixed Economic News
The pace and strength of the recovery, and hence, the pace of earnings recovery and the related valuations, are still very much in question.

Claymore Securities | Mike Schwager, Chief Market Strategist | 09-14-2009
Will Trend Remain Our Friend?
The major market indices finished the week solidly higher on further confirmation the economy is transitioning to recovery mode.

Contrarian Edge | Vitaliy Katsenelson, CFA | 09-14-2009
Does Gold Already Price In the Future Inflation that May or May Not Happen?
Gold expectations are full of hot air if we're headed for a deflationary economic environment.

First Eagle Funds | 09-14-2009
Defining Financial Risk
First Eagle says they regard risk as being related to losses, not unexpected gains, and thus are primarily concerned with downward movements only.

John Mauldin | John Mauldin | 09-14-2009
Elements of Deflation, Part 2
The most fundamental of decisions we face in building investment portfolios is correctly deciding whether we are faced with inflation or deflation.

US Global | Frank Holmes, CEO | 09-14-2009
Pay Attention to the Chinese Consumer
When it comes to consumer spending, China still has a lot of room to grow.

US Global | Frank Holmes, CEO | 09-14-2009
$1,000 Gold�Can It Last?
As long as the global economy is transmitting mixed signals, gold stands to benefit as an uncertainty hedge and a store of value.

ICON Funds | 09-14-2009
In the Midst of a Sustainable Recovery
Staying invested remains the prudent course.

Advisors Capital Management | Dr. Charles Lieberman, CIO | 09-14-2009
One Year After Lehman
Only a few months' hindsight was sufficient to enable most observers to conclude that the decision to allow Lehman to fail was a monumental blunder.

Barel Karsan | Saj Karsan | 09-14-2009
The Fallacy Of Earnings Per Share
EPS is not a replacement for prudent analysis of a company's true earnings power and obligations.

Lord Abbett | Milton Ezrati, Senior Economist | 09-14-2009
Asia's Resurgence
Asia's policy efforts have had a more powerful effect on these economies than America's program has domestically.

Hussman Funds | John P. Hussman, Ph.D. | 09-14-2009
Conditional Expectations and September Seasonality
Given a dozen opportunities to mine the data in ways that have even a modest probability of coming up with an interesting superstition, it's almost certain that I'll come up with an interesting superstition.

24/7 Wall Street | Douglas A. McIntyre | 09-13-2009
The 100 Most Valuable Brands Of 2009?

Antonio Fatas and Ilian Mihov on the Global Economy | Ilian Mihov | 09-11-2009
Healthcare and Global Imbalances
Dealing with the rising costs of healthcare may not only resolve issues of healthcare provision in the US, but indirectly might be the most important tool for addressing global imbalances.

Fried Asset Management | David Fried | 09-11-2009
Moving in the Right Direction (But Aware of the Crosscurrents)
David Fried discusses the indicators that point to current economic improvement as well as those to watch to gauge further growth (or contraction).

Caldwell & Orkin | 09-11-2009
The Great Unwind
Consumer deleveraging is long overdue and, in the long run, healthy for our economy, however the good work of consumer balance sheet repair is only in its infancy.

Harry Domash | 09-11-2009
Six Questions Before You Buy
Answering these questions will help you make better investing decisions.

INSEAD | Philip Wang | 09-11-2009
Too Late or Just in Time?
President Chain Store Seeks to Emulate its Success in Taiwan with 7-Elevens in Shanghai

INSEAD | Jill Wong | 09-11-2009
Crisis, Clear skies and China Opportunities
With every crisis comes a silver lining.

US Global | Frank Holmes, CEO | 09-11-2009
U.S. Ousted as Most Competitive Economy
The global recession claims another victim - the United States is no longer the world's most competitive economy.

Dreyfus | Richard B. Hoey, Chief Economist | 09-10-2009
The U.S. and Global Recessions are Over
While issues remain, the "global emergency rescue" brought the financial system out of crisis and the economies out of recession.

Matthews Asia Funds | Lydia So | 09-10-2009
All Things Great and Small
The stock prices of small companies tend to be more severely punished for their mistakes, but generally more richly rewarded when investor confidence returns.

TCW | Komal S. Sri-Kumar, Chief Global Strategist | 09-10-2009
Bull Market or a Bubble? Investor Optimism Faces Economic Headwinds
The rally is fast approaching a moment of truth.

Anderson Griggs | Kendall Anderson | 09-09-2009
Has Charles Ponzi Visited Rock Hill, South Carolina?
There must be something magical about 6% to 12% rates.

Antonio Fatas and Ilian Mihov on the Global Economy | Antonio Fat�s | 09-09-2009
Did Economists Ever Get it Right?
Did economists miss the mark on forecasting the recession? Will they be better the next time around?

Calvert Group | Cathy Roy, CIO Fixed Income | 09-09-2009
August: Another Hot Month for Corporate Bonds
Many of the bond-market trends established over the last few months continued in August.

Contrarian Edge | Vitaliy Katsenelson, CFA | 09-09-2009
5 Reasons to Avoid the Gold Rush (Updated)
Think twice before jumping on the gold bandwagon.

Sidoxia Capital Management | Wade W. Slome, CFA, CFP | 09-09-2009
From Pond Scum to the Oil Pump
Can big brains and big oil can come together to make "green gold"?

Smead Capital Management | William Smead , CIO | 09-09-2009
Peak Oil Mini-Me Part 2
Commodity oil and energy bulls ignore the law of supply and demand at their own peril.

TCW | 09-08-2009
Opportunities in Small and Mid-Cap Growth Stocks
TCW Portfolio Managers Zazer and Stallings discuss companies that they believe will grow, take market share, and expand margins and free cash flow - even in a tough economic environment.

Advisors Capital Management | Dr. Charles Lieberman | 09-08-2009
Slow Turn
Enough impetus for growth has been placed into the system that a solid expansion should start this quarter, domestically as well as internationally.

Barel Karsan | Saj Karsan | 09-08-2009
The Importance of the Price to Book Metric
Studies suggest that, historically, stocks with lower P/B values have outperformed, however, there are certain caveats to keep in mind.

Claymore Securities | Mike Schwager, Chief Market Strategist | 09-08-2009
September�The Cruelest Month?
September is known for being the worst month of the year for market- related performance - so far the month is living up to this reputation.

Hussman Funds | John P. Hussman, Ph.D. | 09-08-2009
Showtime for Visible Roots and Fruit
We have now entered the window in which growth � not simply slowing of deterioration � is required to support the idea of an economic recovery.

Lord Abbett | Milton Ezrati, Senior Economist | 09-08-2009
Fiscal Follies
Washington will have to move decisively and relatively soon to avoid currency, debt, and inflation trouble.

E*TRADE/Kobren Insight Management | Rusty Vanneman, CFA | 09-07-2009
Buy the Dip
Any potential price weakness in the stock market should more likely be viewed as a fresh buying opportunity than a reason to abandon course.

E*TRADE/Kobren Insight Management | Chris Keith, Director of Fixed Income | 09-07-2009
Fixed Income: A Handful of Thoughts to Close Out the Summer

Turner Investment Partners | Halie O'Shea | 09-07-2009
Looking for Value at a Cheap Price
Analyst and Portfolio Manager O'Shea discusses the future of consumer spending and highlights Turner's picks within the U.S. and international consumer segments.

Turner Investment Partners | David Kovacs, Chief Investment Officer | 09-07-2009
Quality Companies Taking the Reigns
As earnings continue to recover and employment improves, Turner's Kovacs expects the market to respond with an increasingly high correlation between good companies and good stock returns.

Contrarian Edge | Vitaliy Katsenelson, CFA | 09-05-2009
Is American Express (and financial stocks) Still Cheap?
While seemingly cheap on a price-to-book basis, the book is an illusive concept when it comes to most financial stocks.

John Mauldin | John Mauldin | 09-04-2009
The Elements of Deflation
If we don't have a problem with inflation in the future, we are going to have far worse problems to deal with.

Discuss Contributor | 09-04-2009
Investing a Portion of Your Emergency Fund
Investors debate a portfolio taboo.

Hussman Funds | William Hester, CFA | 09-04-2009
Is the Job Market Ready for a Recovery?
Job market indicators remain at levels far worse than those typically seen early in an expansion.

Managers Funds | Michael Weiss, CFA; Yuliya Tarasava | 09-04-2009
Smaller-Cap Equity Performance in Recessionary Times
As an economic slowdown begins to flatten out, small- and mid-cap stocks tend to turn around first.

Dana Investment Advisors | Michael Dana, Chairman; James Ivey, President | 09-04-2009
'V' or 'W' Economic Recovery?
A W shaped recovery now seems to be the consensus. Not to be contrarian, but we are now leaning towards the V shaped scenario.

Antonio Fatas and Ilian Mihov on the Global Economy | Antonio Fat�s | 09-03-2009
Government Debt Going Up (And Then Down?)
We need to plan for the next crisis, even if we are still trying the get out of the current one.

Dreyfus | Christine Todd, Senior Portfolio Manager | 09-03-2009
Muni Bond Funds Have Had Record Inflows This Year
Recent investor demand at the short end of the yield curve has led municipal bond valuations to be rich relative to treasuries, and has caused the muni yield curve to steepen significantly.

US Global | Frank Holmes, CEO | 09-03-2009
Bullish Case for Commodities
The U.S. government will soon need to issue new debt just to cover the interest payments on the massive federal debt.

Contrarian Edge | Vitaliy Katsenelson, CFA | 09-02-2009
September - the Worst Month for Stocks
In 63 out of 108 years September brought negative returns to investors, greater than any other month.

Barel Karsan | Saj Karsan | 09-01-2009
When Bad Times Are Good
Companies providing 'inferior goods' may find themselves in boom times.

E*TRADE/Kobren Insight Management | 09-01-2009
Indebted Nation: Seeing Both Sides of the Balance Sheet
It's all in perspective.

Royce Funds | Francis Gannon | 09-01-2009
Banking on Sunnier Days
Better Opportunities in Banking May Be Just Ahead.

Royce Funds | 09-01-2009
Digging Deeper
Royce Funds' management investigator shares his insights about uncovering the strength and quality of management teams.

Royce Funds | Francis Gannon | 09-01-2009
Banking on Sunnier Days
Better Opportunities in Banking May Be Just Ahead.

Smead Capital Management | William Smead; CIO | 09-01-2009
Bi-Polar Sentiment Readings
None of these short-term oddities should move us away from the discipline of maintaining ownership in quality common stocks for long periods of time.

Turner Investment Partners | Bob Turner, CIO | 09-01-2009
Active Management Down, But Far From Out
Chairman and CIO Bob Turner discusses three key points of active management that differentiate it from its low-cost indexing rival.

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