Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
How Index Funds Are Crowding Out Active Stock Pickers
Episode 58 of Stock Picking with Fexingo examines the growing dominance of index funds and what it means for active investors. Lucas and Luna discuss how passive flows are distorting stock prices, using the recent JPMorgan surge as a case study. They explore the concept of 'active share' and why concentrated portfolios may have a structural advantage in a market driven by ETF inflows. With the S&P 500 near 7,500 and passive strategies capturing over 50% of assets, the hosts debate whether stock picking is becoming a contrarian bet. Luna shares a study showing that high-active-share…
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