Economy Portfolio Management Recruitment 
The Big Picture
MAY 20, 2025
First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm. Well, and and by the way, those are the ones that are less liquid, less efficient that you’re likely to, to win with active management. How does that affect how you recruit employees?
The Big Picture
APRIL 8, 2025
One of the reasons I went to Merrill is I was recruited by one of my best friends, who is Sally Crotch? We have a very robust economy. And now here we are, and every couple of decades we have to go through these periods where there’s heat in the economy and inflation is one manifestation of the heat. As baby analysts.
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The Big Picture
APRIL 29, 2025
00:16:57 But I got the call and from a recruiter, and Jenison was an intriguing company to me. So our analysts and our firm are as important as our portfolio managers. 00:24:18 It’s not necessarily as track to portfolio management. Or are we gonna see cuts because the economy is beginning to slow?
The Big Picture
FEBRUARY 17, 2025
00:16:33 [Speaker Changed] So I’m, I’m hinting at a question that’s gonna come a little later, but my general sense is, you know, developed mature economies have fairly efficient markets, very hard to generate alpha because markets are so efficient. So my original focus was Sub-Saharan Africa.
The Big Picture
AUGUST 16, 2022
And then in 1982, Dean Witter recruited me to join them and to really start managing what was their fledgling hedge fund practice, which was really with CTAs back in that era, and then evolved into, you know, more macro style funds. TROPIN: Yeah, I think when we got that — RITHOLTZ: But the economy really seems to be slowing.
The Big Picture
FEBRUARY 12, 2024
So then I just started interviewing with companies as they came on, on the, on-campus recruiting to see what, what I could find. I’m the portfolio manager and I’m actually the only portfolio manager. Like employment is really pretty full right now and the economy is kind of humming along.
The Big Picture
OCTOBER 24, 2022
She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. MARTA NORTON, CHIEF INVESTMENT OFFICER, MORNINGSTAR INVESTMENT MANAGEMENT: Right. NORTON: Yeah.
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