The Big Picture

MAY 9, 2023

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. SALISBURY: At the simplest level we manage money for our clients. We love it. What do they focus on?

Assets 286

Assets Clients Investing Investments 286

The Big Picture

MARCH 21, 2023

I was a fixed income portfolio manager and trader, which is a ton of fun. PIMCO out on the West Coast, read the first thing I wrote in the Journal of Portfolio Management. But plenty of valuation measures, it has no applicability for price-to-sales. Program didn’t feel right. I then got just very lucky.

Valuation 161

Valuation Investing Investments Numbers 161

The Big Picture

DECEMBER 12, 2023

And I was a math nerd as a kid. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. We thought it was free advertising for their index, but I guess guess they thought that their index was pre advertising for our fund or something.

Management 258

Management Investing Investments Retail 258