The Big Picture
FEBRUARY 23, 2024
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.
The Big Picture
OCTOBER 22, 2022
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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Validea
JANUARY 9, 2023
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.
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 I applied and was hired as an ETF analyst in 2005. RITHOLTZ: — back then. NORTON: Right.
The Big Picture
MARCH 1, 2024
Snyderman, who joined Magnetar in 2005 shortly after its launch, was previously the head of global credit and a senior managing director at Citadel Investment Group, and he served as a member of the management, portfolio management and investment/risk committees.
The Irrelevant Investor
NOVEMBER 30, 2015
Making changes to your portfolio based on this type of study would probably not be in your best interest when taking into consideration taxes, transaction costs, and most importantly, the cost of being wrong. In 2005, stocks were up 4.5% I tend to be on the skeptical side when it comes to investing based on seasonal trends.
The Irrelevant Investor
JANUARY 19, 2019
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. They wanted to gain access into the “rapidly growing investment coun- seling business.”7
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