Transcending the Active/Passive Debate

We expose some common fallacies of index investing and show how strategically including index and active funds can yield greater risk adjusted performance than using either type exclusively via optimization techniques. 

* Minor, Dylan. “Transcending the Active/Passive Debate.”  The Journal of Investing,Winter 2003.

Read the full paper →

Dylan Minor
Dylan Minor

As Chief Strategist and CIO at Omega, Dylan has the role of overseeing the management of client assets and financial strategies. He works closely with Omega’s advisors to help create client financial strategies based on clients’ own unique needs and goals.