Corsair Capital Q1 Letter: Long ILGMark Melin
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 . . .
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