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Aug 11 2026

Active/Passive Update: Second Quarter 2026

  • Aug 11, 2026

The second quarter of 2026 experienced tremendous returns, ranging from 8% for large value up to 26% for small growth, with the nine style boxes recording an average return of 17%.  The differences in style box returns are of such a scale that they had a meaningful impact on the performance of active portfolios across the styles.

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About The Author

Scott Opsal / Director of Investment Strategies

Scott Opsal Director of Investment Strategies

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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