Math Portfolio Management Presentation 
The Big Picture
NOVEMBER 14, 2023
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. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?
The Big Picture
SEPTEMBER 3, 2024
All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. And we do think that the short time periods are noise. Tell us how that works into your investing philosophy.
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The Big Picture
JANUARY 16, 2024
I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. I worked in sort of a quasi portfolio management role for like a single client account type business. And I, I think that I kind of triangulated on it. I have no family history. I had two stops before then.
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.
The Big Picture
MAY 13, 2025
But of course, Jack Bogle was still sort of around his present on campus. So he was very present on campus in my earliest years at Vanguard, but I did not work with him directly. Karin Risi : ] Yes, yes. And you’re right, a serious individual. Yes, Jack was leading the firm by the time I got there in 97.
The Big Picture
FEBRUARY 17, 2025
Which was interesting because I actually started my career at JP Morgan Asset Management in the high yield and investment grade credit research team. And I did a lot of options math, which I thought was interesting. I gave a presentation to the International Luxury Real Estate Alliance, and it was in Aspen, Colorado.
The Big Picture
AUGUST 20, 2024
00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. So I, as a discretionary portfolio manager, if you hand me cash, I can look at the market and say, you know what?
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