Invest Like the Best with Patrick O'Shaughnessy
Jeff Ptak – The Prospects for Active Management - [Invest Like the Best, EP.16]
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Show notes
Joining me on the podcast this week is Jeff Ptak, head of global manager research at Morningstar. Jeff’s role puts him in the unique position to discuss the state of active management because he gets to see mutual funds from both the bottom-up, through deep diligence on investment strategies and firms, and top-down, using Morningstar’s data to assess industry-wide trends. Jeff is one of my favorite myth busters and discuss different variables for assessing active managers and mutual funds, but we also cover his favorite punk rock bands.
Please enjoy!
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