1min chapter

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Seth Cogswell on Fiduciary vs Asset Gathering Roles, Mid-Large Cap Stock Opportunities, and Rules-Based Investment Strategies

Lead-Lag Live

CHAPTER

Intro

This chapter highlights the vital difference between true fiduciary responsibilities in investment management and the prevalent practice of asset gathering by some advisors. It examines the nuances of investing in separately managed accounts (SMAs) while considering investor perspectives on large cap stock allocations.

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