Remove 2006 Remove Clients Remove Math
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Transcript: Heather Brilliant, Diamond Hill

The Big Picture

00:12:42 [Speaker Changed] I think it absolutely should be the norm because it is generally what our clients are seeking. And I think a lot of investors have figured out how to effectively make money for their clients with shorter term time horizons, otherwise they wouldn’t be doing it. Tell us a little bit about that.

Investing 143
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Global Leaders Investment Letter: June 2022

Brown Advisory

We discount each year at our 10% minimum weighted average cost of capital (WACC) and some infinite series maths gives us the basis for some rough approximations 2. Maths has a long half-life and a DCF correctly done accounts for inflation.

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Transcript: Julian Salisbury, GS

The Big Picture

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. And then in a fit of madness, I guess, at the end of 2006, the credit markets were pretty uninteresting.

Assets 290
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Transcript: Mike Green, Simplify Asset Management

The Big Picture

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. The F, there is a subsequent change in 2006 called the Pension Protection Act. So let me pose this question to you.

Assets 164
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Trying To Find The Optimal Number Of Stocks To Own

Random Roger's Retirement Planning

In my opinion the diversification benefit hits diminishing returns pretty close to 40 individual holdings based on math if nothing else. I don't think I've ever had a client stock go up that much in less than a year but if I did, it was luck. If a portfolio starts with 40 holdings each with an equal 2.5% I have a yeah but to that.

Numbers 75
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Transcript: Sean Dobson, Amherst Holdings

The Big Picture

And I would say that Washington was pretty interesting because we had gone and, and spoken to people in 2005, 2006, and to kind of let people know that there was something, these are, this is a trillion dollars worth of misprice risk. So let’s talk a little bit about who the clients are for Amherst. Fascinating.

Banking 143
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Transcript: Corey Hoffstein on Return Stacking  

The Big Picture

This was the era, 2005, 2006, all of my friends were looking to get banking roles. And I, and I really like the application of math and statistics and computer science to markets. And they’d say, well, who are your clients? And by the way, at that point, that client was at $13 billion. Can’t.

Portfolio 143