Active bond management is effective for outperforming indexes provided the manager has low costs and avoids taking excessive risks in areas of the market characterized by inefficiencies.
“the fact is is that if you are not charging too much money and you have good competent and not overly aggressive management on the bond side, generally speaking, you can outperform indexes reasonably well over periods of time.”
Morningstar, Inc. · Nov 2025 · 1 episode · 6K views on this topicActive fixed income management provides value through consistent, repeatable strategies and valuation discipline when backed by a skilled team and supportive technology.
“our philosophy centers on really consistency over the long term. And we we firmly believe that people and process result in performance, right? Great people, great processes, great performance.”
Morningstar, Inc. · Feb 2026 · 1 episode · 3K views on this topicExtracted by a model; may misattribute who said what.