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Terry Smith: Passive Investing: The Self-Reinforcing Momentum Strategy | The Acquirer's Multiple®

Summary by Stock Screener - The Acquirer's Multiple®
In his latest letter to shareholders, Terry Smith explained why passive funds are effectively momentum strategies that create a self-reinforcing cycle, driving up large-cap stocks. In late 2023, passive investments via index funds surpassed active funds in Assets Under Management (AUM), now exceeding 50%. During the Dotcom boom, only 10% of AUM was in passive funds. While index funds are labeled as “passive,” they are effectively momentum strate…
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Is There a Problem with Passive Investing?

On the legitimate issues of passive investing and why its fears have been overblown.

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Stock Screener - The Acquirer's Multiple®Stock Screener - The Acquirer's Multiple®

Terry Smith: Passive Investing: The Self-Reinforcing Momentum Strategy | The Acquirer's Multiple®

In his latest letter to shareholders, Terry Smith explained why passive funds are effectively momentum strategies that create a self-reinforcing cycle, driving up large-cap stocks. In late 2023, passive investments via index funds surpassed active funds in Assets Under Management (AUM), now exceeding 50%. During the Dotcom boom, only 10% of AUM was in passive funds. While index funds are labeled as “passive,” they are effectively momentum strate…

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Stock Screener - The Acquirer's Multiple® broke the news in on Monday, January 13, 2025.
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