The Big Picture
FEBRUARY 6, 2024
I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years.
The Big Picture
NOVEMBER 14, 2023
She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?
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Brown Advisory
JANUARY 17, 2024
One of our informal measures of a good book is how many pages are dog-eared (corners are turned over) for the return reading. During 2023, one of our most beaten-up books was ‘What I Learned About Investing from Darwin’.2 We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why.
The Big Picture
MARCH 20, 2024
. ~~~ About this week’s guest: Jim O’Shaughnessy, former chairman and founder of O’Shaughnessy Asset Management (now part of Franklin Templeton) and author of the New York Times bestselling book, “What Works on Wall Street” — the first quantitative investing book available to the general public.
The Big Picture
OCTOBER 17, 2023
So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. Those have compounded over the centuries and have managed to amass a huge amount of, of capital. Why do you trade below book value?
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. Let’s talk about books. I didn’t know what any of these terms meant. But there are a couple.
The Big Picture
DECEMBER 6, 2022
And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. Let’s talk about books. You have the liquidity, the tax efficiency, the transparency. BERRUGA: Yeah.
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