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Global Leaders Strategy Investment Letter: January 2024

Brown Advisory

Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”) We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why.

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Transcript: Steven Klinsky

The Big Picture

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I mean, those were the — that’s what got people all excited and — RITHOLTZ: That’s venture capital numbers. RITHOLTZ: Right. And what I — RITHOLTZ: Defensive growth.

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Transcript: Albert Wenger

The Big Picture

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. And from a public market, that sounds like it’s a compliance and conflict nightmare. And you know, the only thing math works on recognition by peers, and there’s some prizes.

Valuation 299
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Transcript: Linda Gibson, CEO PGIM Quantitative Solutions

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 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. What happened?

Math 130
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Market Commentary: January Gains, Jobs Report Both Bullish for Markets

Carson Wealth

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. Of course, it’s one thing to get strong numbers, but it’s even better when the data are strong for the right reasons. By my math, there have been 57 Super Bowls and 22 different winners.

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Transcript: Julian Salisbury, GS

The Big Picture

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. He co-chairs a number of the asset management investment committees.  The transcript from this week’s, MiB: Julian Salisbury, CIO, Goldman Sachs , is below. Capital rules were changing.

Assets 293
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Transcript: Natalie Wolfsen, Orion CEO

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I mean, I don’t know if you remember this, but the mobile trading applications we built at at Schwab were on phones that had numbers. Natalie Wolfson is CEO of Orion. That’s right.

Clients 144