In a market dominated by a handful of stocks, is rebalancing a diversified portfolio still a viable path for institutional investors?
In our latest paper, we make the case:
While short-term headwinds exist, we believe that active diversification and systematic rebalancing remains a consistent source of alpha over the long term.
Past performance is no guarantee of future results. Investing involves risk, including possible loss of principal and fluctuation of value. There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses. Risk controls, as referenced, do not promise any level of performance or guarantee against loss of principal.