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MiB: Andrew Slimmon, Morgan Stanley Investment Management

The Big Picture

billion in client assets, and has created over $11 billion of net P&L across all strategies since its 2005 inception. Be sure to check out our Masters in Business next week with David Snyderman , Global Head of Alternative Credit + Fixed Income for Magnetar Capital.

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MiB: Marta Norton, Morningstar Investment Management

The Big Picture

The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management. Before joining Morningstar in 2005, Norton was an economist with the Bureau of Labor Statistics and a research analyst at LECG LLC.

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MiB: The Jeremies! Schwartz and Siegel on SFTLR!

The Big Picture

Professor Jeremy Siegel at the University of Pennsylvania, where he is frequently voted Best professor at Wharton, and is the author of Stocks for the Long Run , Jeremy Schwartz is CIO at Wisdom Tree Asset Management , where he has worked since May 2005.

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MiB: Bill Browder on Finance, Murder and Justice

The Big Picture

The founder and CEO of Hermitage Capital Management, which was the investment adviser to the largest foreign investment fund in Russia until 2005, Browder is also the author of “ Red Notice: A True Story of High Finance, Murder and One Man’s Fight for Justice.” The Global Magnitsky Act of 2016 authorizes the U.S.

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#FA Success Ep 377: Navigating A Major Health Event While Keeping Your Advisory Firm Going And Growing, With Meredith Moore

Nerd's Eye View

Meredith is the Founder & CEO of Artisan Financial Strategies, a hybrid advisory firm based in Alpharetta, Georgia, that oversees $77M in assets under management for 120 client households.

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Separating Winners from Losers in Growth Investing: The Mohanram Approach

Validea

In his 2005 research paper titled “Separating Winners from Losers among Low Book-to-Market Stocks using Financial Statement Analysis,” accounting professor Partha Mohanram laid out a strategy for finding promising growth stocks trading at attractive valuations. ROA and 10.7% ROA and 13.2% ROA and 13.2%

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Perils of Investing in Popular Narratives

Truemind Capital

Popular investment sectors or themes gain momentum as more investors join, driving prices much higher than the worth of the underlying assets. The problem is the level of valuations.