Navigating Narratives and Skill Assessment in Fund Management

In this Allocator’s Edge series episode of the Value Perspective we’re joined by Madison McCall, an active product specialist at Vanguard, where she has worked since 2017. With eight years at the firm, she is halfway to the impressive 16-year average tenure for fund managers at Vanguard. Her family’s background in journalism has sharpened her ability to communicate how fund research creates an edge in active management. Pus, as a triplet, she is no stranger to cutting through noise in a crowded space. In this episode, we explore: what edge in fund management research means and how to evaluate performance; the power of the 4P framework; why patience is a competitive advantage; and finally, how a traditionally passive house like Vanguard views the passive vs active debate. Enjoy!

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