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BULLISHSubstantive discussion · 3/5

Return of traditional stock-picking hedge funds

The next decade will favor traditional stock-picking hedge funds over passive indexes due to increased dispersion in company fundamentals.

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The story so far
OPEN · 2 MENTIONS · 2 SHOWS
  1. 24 JUL 2026 · 2W AGO · FIRST HEARD
    THE MEB FABER SHOW
    • Return of traditional stock-picking hedge funds · THIS IDEA
  2. 24 JUL 2026 · 2W AGO
    GOLDMAN SACHS EXCHANGES: THE MARKETS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Return of traditional stock-picking hedge funds · Zortix