U.S. Large-Cap Equity: Tide Is Turning for Active Management


Authored by: Joseph R. Duffy and George C. Saffaye

Passively managed U.S. large-cap equity funds have seen greater inflows than their actively managed counterparts in recent years. Despite this trend, investors should now consider a shift back to active management within the space. In this paper, Portfolio Strategists Joseph R. Duffy and George C. Saffaye identify three factors that could position active U.S. large-cap equity strategies for significant alpha generation in 2015 and beyond.