When the market gets pummeled, like today, active managers who follow an index do their best to avoid doing worse than the index. This means they dump shares that aren’t going to do well over the short run (using the market level as a reference) because it can hurt their performance numbers.
Today on Bloomberg TV, they interviewed Ryan Petersen CEO of flexport (https://www.flexport.com). I saw it as a great opportunity to use the mosaic method.
