Megan Roach

Megan Roach

Portfolio Manager


Is the active management community diverse enough?

February 2018
We explore the collective actions of three factors of diversity and their effect on active and passive portfolio management.

Dynamic portfolio management

November 2016
Read our Q&A discussing dynamic portfolio management and the five primary inputs for dynamic positioning.

Can small be big? Find the undiscovered potential of small cap for investors

July 2016
Portfolio manager, Megan Roach, explains why small cap stocks could potentially provide outsized incremental return for investors who are willing to go off the beaten path.
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