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      Here’s Where LPs See Opportunities in an Uncertain Market
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      Repricing Risk: Why Investors Are Looking Beyond the U.S. for Alpha
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      Podcast: BlackRock’s Rick Rieder Asks ‘What Is Money’
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      Georgetown Names Lehigh Investment Chief to Oversee $4B Endowment
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      Private Markets Investment Outlook Q2 2025: Opportunities Amid Uncertainty
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      The Troubles Plaguing Private Capital Create a Windfall for Secondaries
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      ‘Revenge Tax’ to be Removed from Bill After Bessent Strikes G7 Deal
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      Future Return Expectations Are Not a Straight Line, Especially in U.S. Equities
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      Will Hedge Funds’ Pivot to Private Markets Help or Hurt Them?
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      Third Point Boosts Market Bets in May
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      Seattle Children’s CIO Puts Conviction Over Diversification
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      Repricing Risk: Why Investors Are Looking Beyond the U.S. for Alpha
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      Winners Emerge, But Many CTAs Are Deep in the Red Through June
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      Paying it Forward: A Fidelity CIO’s Journey to Purposeful Philanthropy
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      CFOs and COOs Show Less Favor in Emerging Markets
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      Expert Perspectives: C-Suite Insights from II’s Exclusive Forums
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      Allocators and Asset Managers Tell Us What Concerns Them Most
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      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit
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      What Happens When Public Capital Steps Back? The New Risk Equation in Women’s Health Investing
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      Investors Reach for What They Recognize
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      Visionary Recognition: Andrew Palmer, Chief Investment Officer, Maryland State Retirement and Pension System
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      Judy Chambers, Managing Director, Meketa Investment Group
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      Leena Bhutta, Chief Investment Officer, Doris Duke Foundation
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      Kasia Karapuda, Director of Investments, Oberlin College Investment Office
      Kristin Agatone, Chief Investment Officer, Lehigh University

      Kristin Agatone, Chief Investment Officer, Lehigh University
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      Michael W. Frerichs, Illinois State Treasurer, Illinois State Treasury
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      U.S. Dollar at a Crossroads: Bearish Signals Persist, but Rebound Risks Rise
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      Expert Perspectives: C-Suite Insights from II’s Exclusive Forums

      Expert Perspectives: C-Suite Insights from II’s Exclusive Forums
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      Why Small-Caps Could Outperform in the Next Economic Cycle

      Why Small-Caps Could Outperform in the Next Economic Cycle
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      Paying it Forward: A Fidelity CIO’s Journey to Purposeful Philanthropy
      While Inflation Grabs Headlines, Employment Numbers Drive Market Moves

      While Inflation Grabs Headlines, Employment Numbers Drive Market Moves
      Robeco Fundamental Equities: High-conviction Strategies to Target Alpha

      Robeco Fundamental Equities: High-conviction Strategies to Target Alpha
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      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit

      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit
      Trump 2.0 and the Markets

      Trump 2.0 and the Markets
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  • About Us
idzelis.png
Christine Idzelis
Active Funds Deliver Alpha in ‘Paradise’ for Stock Picking
The outperformance came amid one of the strongest rotations ever into value stocks, according to Bank of America.
Christine Idzelis March 2, 2021
Illustration by II

Illustration by II

It’s been an unusually good time for stock pickers.Seventy percent of actively managed U.S. mutual funds that buy the stocks of large companies beat their Russell 1000 benchmarks last month — their highest hit rate since 2007, according to a Bank of America research report

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