article thumbnail

MiB: Andrew Slimmon, Morgan Stanley Investment Management

The Big Picture

 This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.

article thumbnail

MiB: Marta Norton, Morningstar Investment Management

The Big Picture

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Bill Miller Retires From Fund Management

Validea

Veteran portfolio manager Bill Miller, founder of Miller Value Partners and manager of the firm’s Miller Opportunity Trust and the Miller Income funds, retired at the end of 2022, reports an article in CityWire.

article thumbnail

MiB: David Snyderman, Magnetar Capital

The Big Picture

He also serves as chairman of Magnetar’s investment committee and as a member of its management committee. Prior to joining Citadel, he focused on convertible securities, merger arbitrage and special situations portfolios at Koch Industries Inc.

article thumbnail

Tis The Season

The Irrelevant Investor

In 2005, stocks were up 4.5% In Sebastian Mallaby's book "More Money than God," portfolio manager Robert Mercer of Renaissance Technologies (founded by Jim Simons) says: “Some signals that make no intuitive sense do indeed work. and with just a month left to go, stocks are flat for 2015.

article thumbnail

Transcript: Marta Norton

The Big Picture

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 I applied and was hired as an ETF analyst in 2005. NORTON: So 2005-2006 timeframe.

Portfolio 130
article thumbnail

Bogle’s Big Mistake

The Irrelevant Investor

Walter Cabot, the new portfolio manager, wrote: Times change. Portfolio managers would no longer rapidly trade these growth stocks, instead they would invest in blue chips like IBM and Disney, and no price was too rich. But the stock market bounced back, and the bloody memories were quickly erased in investors’ minds.

Assets 52