Active mid- and small-cap funds have demonstrated that when the going gets tough, the tough get going. Consider this: between March 2023 and September 2024, when the market was doing well, only 11 of 29 active mid-cap funds and 3 of 24 active small-cap funds were beating their benchmarks. But since the market's 10 per cent dip in late September 2024, the tables have turned dramatically: a remarkable 28 of 29 active mid-cap funds and 26 of 28 active small-cap funds have outperformed their respective mid- and small-cap benchmarks.
5 investment lessons from Rajeev Thakkar's recent letter to unitholders
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