Random Roger's Retirement Planning
AUGUST 17, 2023
This article obviously favors more stocks but an interesting thing not said was at what number would it make sense to just flip from individual holdings to mutual funds and ETFs. In my opinion the diversification benefit hits diminishing returns pretty close to 40 individual holdings based on math if nothing else.
Brown Advisory
JANUARY 17, 2024
Even with 75% accuracy we only move from an investable universe where 30% of constituents outperform to now selecting the portfolio from a pool with a 56% win rate. We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why. This is why industry hit rates are so low.
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The Big Picture
NOVEMBER 14, 2023
She has a really fascinating background, very eclectic, a combination of math and law. She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. It is something, math has always come easy to me since a child.
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. Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. It gets further and further away the D P U go.
The Big Picture
MARCH 20, 2024
Portfolio management was a lot less evidence-based than it is today. As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. And everyone answers for, except for the person they hire, whose answer was, what number did you have in mind? What’s two plus two.
The Big Picture
MAY 9, 2023
He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. So we really had to work through that over a number of years. What can I say about Julian Salisbury? We love it.
The Big Picture
AUGUST 29, 2023
And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. DAVIS: So when we think about how those teams are evaluated, it’s a three-year number. So how did you perform?
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