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MiB: Jeffrey Sherman, DoubleLine Deputy CIO

The Big Picture

Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees.

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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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Transcript: Jeffrey Sherman, DoubleLine

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Jeffrey Sherman : Well, what it was was, so I, as I said, with applications, there’s many applications of math, and the usually obvious one is physics. The, the math came easier.

Math 140
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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 is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. What can I say about Julian Salisbury?

Assets 283
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Transcript: Savita Subramanian

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth.

Numbers 140
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Transcript: Graeme Forster, Orbis Investments

The Big Picture

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

Investing 130
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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.