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The Holy Grail of Portfolio Management

A Wealth of Common Sense

Diversification is one of the first building block portfolio management concepts I ever learned in my first job in the investment industry. Our firm would create a Harry Markowitz efficient frontier chart for every client portfolio.

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MiB: Andrew Slimmon, Morgan Stanley Investment Management

The Big Picture

 This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.

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The Inside ETFs Podcast: Nancy Davis on Portfolio Management For 2023

Wealth Management

The portfolio manager for IVOL and BNDD discusses how those funds fit within modern investing portfolios.

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Podcast links: an investing paradox

Abnormal Returns

ritholtz.com) Andrew Stotz talks with Larry Swedroe why a great company does not always make a great investment. myworstinvestmentever.com) Justin Carboneau and Jack Forehand talk with Joel Tillinghast the long-tenured portfolio manager of the Fidelity Low-Priced Stock Fund.

Investing 236
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MiB: Marta Norton, Morningstar Investment Management

The Big Picture

This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management.

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Flexible Equity Strategy: Portfolio Manager Maneesh Bajaj Discusses His Investment Approach

Brown Advisory

Flexible Equity Strategy: Portfolio Manager Maneesh Bajaj Discusses His Investment Approach. The strategy has a flexible approach to investing, that is why we have flexible in our name. We like to refer to our investment approach as having a “value philosophy”, which is distinct from a “value style” of investing.

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Debunking Common Investment Myths

Pragmatic Capitalism

I joined Dr. Daniel Crosby on the Standard Deviations podcast for a wide ranging discussion about portfolio management and navigating the conspiracy theories of the financial markets. This one’s short [ … ]

Investing 177