[Series 66] 22, Active Passive Growth and Value Strategies

Podcast: Open Exam Prep · Ran Chen, EA, CFP®

Opublikowano: 2026-10-15

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - Distinctions between active management aiming for index outperform and passive management tracking benchmark indices - Key financial tradeoffs regarding portfolio turnover, transaction costs, management fees, and tax efficiency - Characteristics of growth equity strategies, including high price-to-earnings ratios and earnings retention - Characteristics of value equity strategies, including low price-to-earnings ratios a...