Validea
MARCH 31, 2023
Maintaining ownership in the funds they manage forces managers to “balance risks and rewards with a finer point because you have that skin in the game,” says John. But out of 7,108 funds, only 1,174 have over $1 million in manager money, and 4,643 don’t have any manager investments at all.
Random Roger's Retirement Planning
AUGUST 17, 2023
If you build a reasonably diversified portfolio of individual stocks and you do some decent work on stock selection, I think odds are you'll hit a couple of monster winners if you can hold over the long term. I've got quite a few names that have been in the portfolio since 2004-2006 when I first started this phase of my career.
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Trade Brains
FEBRUARY 14, 2023
Top Mutual Funds For SIP #3 – ICICI Prudential Value Discovery Direct-Growth Fund Company ICICI Prudential Asset Management Company Size (AUM in Cr) 27,768 3-yr returns (CAGR) 25.27 Expense ratio 1.74% Inception Date August 16, 2004 Exit Load (o to 12 months) 1.00% No. It has been in existence since August 16, 2004.
The Big Picture
OCTOBER 24, 2022
She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. So sometimes that crosses my mind today, when people are watching the CPI. NORTON: Yeah. NORTON: Yeah.
Brown Advisory
MAY 31, 2017
stocks since the middle of 2004. Many of the best-performing European equity managers have outperformed their benchmarks notably in the years since the 2008–09 recession, while comparatively fewer top-performing U.S. large-cap managers have been able to beat the market consistently. is not particularly notable. is much clearer.
Brown Advisory
MAY 31, 2017
stocks since the middle of 2004. Many of the best-performing European equity managers have outperformed their benchmarks notably in the years since the 2008–09 recession, while comparatively fewer top-performing U.S. large-cap managers have been able to beat the market consistently. is not particularly notable. is much clearer.
The Big Picture
DECEMBER 19, 2023
There are about 13 different portfolio managers each focused on a different sub-sector. 00:06:36 [Speaker Changed] So in, in 2004, I joined Morgan Stanley equity research. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year. That was great. No, no overlap.
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