Opus News & Insights

Active Investing Is Not Dead, by George!
Tuesday, June 13, 2017

Active investors have been uttering oaths a lot more colorful than “by George!”over the last few years. With flows moving from active to passive at unprecedented levels, it has certainly been a challenging time for active managers.

However, we remain as convinced as ever in the future of active management, and by Georges (Patton, Orwell, Carlin, and Soros), we are going to prove it!

Patton Versus Passivism

Few American military commanders were as controversial as General George S. Patton. Born 1885, and with ancestors that fought in the Revolution, Mexican and Civil War, he decided from an early age he was destined for military greatness. He competed in the 1912 Stockholm Olympics in the first modern pentathlon (pistol shooting, fencing, 300 m freestyle swim, 800 m horseback and 4 km cross country run). He was the first member of the United States Tank Corps,and served until the corps was abolished in 1920, always believing tanks were the future of modern combat.Patton was known for his bombastic leadership and flamboyant style, which included carrying pistols with ivory handles.A student of history, in part due to his belief in reincarnation, we invoke the memory of this iconoclastic general as we,too, look at history and take a controversial stance – that active management is not dead, and is destined for greatness over the coming years.

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