“Relying less on the market’s beta return and more on strategies able to add value is of particular importance in the current environment,” says Talaria Co-CIO Hugh Selby-Smith in the recent article by AFR journalist Nicki Bourlioufas on how going forward superior investment returns will need to come from active funds management, or “alpha”, rather than passive management.
“Active management and strategies that can lower volatility and thus reduce likelihood of adverse outcomes are increasingly valuable,” Hugh says.