In our a March 2025 newsletter (Link), we anticipated this moment: stock picking is making a comeback. 2025’s volatility has reawakened interest in active selection, and we’ve responded by launching a subscription service at 20Quant — on top of implementing this strategy, as usual, within the Simplify Partners funds — giving investors direct access to thematic and ad hoc single-name portfolios curated by the advisory team. After nearly a decade of outflows, stock-pickers have seen a resurgence in 2025. Amid market turbulence, they posted strong gains, attracting over $10 billion in fresh capital in the first half of the year according to Bloomberg data. This reversal follows years where the strategy was overshadowed by passive ETFs and giant multi-manager platforms. Market dislocations around US… Read more
The Importance of a Community
In asset management – and especially when you’re in a leadership position like CEO or founder – one of the paradoxes is that you can feel surprisingly alone. Despite being immersed in meetings, video calls, and constant interaction, the real weight of strategic decisions is often shouldered alone. This solitude makes the role of community crucial. Not necessarily a close circle of friends, but a broader network of peers and acquaintances who understand what you’re facing. It’s through these connections that advice, perspective, and sometimes even courage emerge. Meeting smart, grounded people is easier than we think – if we actively seek them out. Whether offline or online, it’s about placing yourself in the right environments. Online communities, in particular, can offer powerful support…. Read more