SPIVA
other on 2 shows · 2 statements across 2 episodes · said 5 times in 2 episodes since 2018
the Paul Morris Podcast 4 
Capital Allocators 1
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the Paul Morris Podcast 4Capital Allocators 1
2025 4 mentions in 1 episode
2018 1 mention in 1 episode
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2 statements about SPIVA, every show
Morris: 91% of active stock fund managers underperform over 20 years
“And the real numbers are that over a 20 year, over a 20 year period of time, including the biggest funds and the ones that have really professional stock pickers, active investors over a 21 year, over a 20 year period, 91% underperformed.”
SPIVA data shows 84% of active funds underperform over ten years
“Take SPIVA is now putting out the data. Take the funds that were in existence 10 years ago and bring all of them forward, including the ones that were merged out or terminated. What fraction of them could not keep up with the index that they chose as their ben…”