In the active / passive investing debate, Jay Petschek and Steve Major, co-portfolio managers at Corsair Capital Management think in a similar fashion to Charles Bobrinskoy, vice chairman of Ariel Investments, on several key topics. Managers at both well-known value funds think the move to passive investing will create active management opportunities in the near future and both are bullish on broadcast TV, preferring to find value in stocks the consensus herd has shunned. Corsair Capital Management – The move to passive index funds leads to value in stocks not included Corsair Capital Management was up an estimated 3.0% in the…
Corsair Capital Q1 Letter: Long ILG
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.