JP

Jeff Patak

Person

Heard in 1 episode across 1 show since Sep 2026

Jeff Patak is a Morningstar executive and investment-research leader who serves as managing director of Morningstar Research Services. He has contributed to research on investor behavior, fund performance, and long-term investing.

Episodes

1
across 1 show

First heard

Sep 2026

Guest appearances

1

Episodes per month

Public PodLume episodes featuring it, over the last year.

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MonthEpisodes
Nov 20250
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20260
Jul 20260
Aug 20260
Sep 20261
Oct 20260

What Jeff Patak has said on podcasts

12 statements

  1. on Active fundsNegativeSep 15, 2026· The Long View

    About two-thirds of active funds lagged their selected benchmarks after methodological adjustments.

    “still like two-thirds of active funds in aggregate were lagging their benchmarks”

    Listen at 13:25

    Open the episode · Jeff Ptak: The Simple Secret to Becoming a Better Investor
  2. on Large active fundsPositiveSep 15, 2026· The Long View

    Aggregated buy-and-hold portfolios outperformed the actual large active funds.

    “this do nothing version did a heck of a lot better than the actual funds did”

    Listen at 14:47

    Open the episode · Jeff Ptak: The Simple Secret to Becoming a Better Investor
  3. on Large active fundsNegativeSep 15, 2026· The Long View

    Large active funds likely hurt performance by selling winning positions too early.

    “they probably are not letting their winners run long enough and they are selling their winners off too early”

    Listen at 15:01

    Open the episode · Jeff Ptak: The Simple Secret to Becoming a Better Investor
See all 12 statements →

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

1 episode featuring Jeff Patak, newest first