The Problem With Style Boxes
Discussed by Justin McNichols
Chief Investment Officer for Osborne Partners
The investment management industry has long focused on specializing in particular investment styles or investing in a specific style box. This methodology has led many professional and individual investors to dramatically underperform equity markets over time. In our experience, a style-agnostic approach leads to superior performance, a broader investment universe and better diversified investment portfolios.
Attend This Meeting and Learn…
- WHY A STYLE BOX MINDSET IS OUTDATED
- WHY MOST PROFESSIONAL INVESTORS UNDERPERFORM MARKETS
- WHY MOST INDIVIDUAL INVESTORS UNDERPERFORM MARKETS
Justin McNichols is the chief investment officer for Osborne Partners, has over 20 years of experience and became a principal of the firm in 2000. Previously, he was head of equity research at Wells Fargo Asset Management. McNichols has managed over $1 billion in separate account and mutual fund assets, and is a CFA charterholder. McNichols is a member of the CFA Society San Francisco and CFA Institute. McNichols received a B.A. in economics and a MBA in finance from the University of California, Irvine.
https://aaiila.org/june-2023-webinar-meeting-notice/