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May 06 2026

Active/Passive Update: First Quarter 2026

  • May 6, 2026

One of the most dependable findings of our active/passive research is that stronger markets benefit passive funds, and weaker markets favor active approaches. This tendency showed up in Q1, as mid- and small-cap growth managers outperformed while their value counterparts struggled.

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About The Author

Scott Opsal / Chief Investment Officer

Scott Opsal Chief Investment Officer

Scott oversees asset allocation, investment policies, and team coordination. He also conducts in-depth research using fundamental and quantitative analyses to support the firm’s portfolio and strategy recommendations.

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