The Inside ETFs Podcast: Nancy Davis on Portfolio Management For 2023
Wealth Management
DECEMBER 14, 2022
The portfolio manager for IVOL and BNDD discusses how those funds fit within modern investing portfolios.
Portfolio Management Related Topics 
Research links: keeping things simple
Abnormal Returns
SEPTEMBER 26, 2023
Portfolio management Fund investors prefer managers who stick to their knitting. papers.ssrn.com) Why portfolio managers invest more research into short positions. papers.ssrn.com) Research The structure of the stock market has changed a lot over time, but the results are still largely the same.
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Top clicks this week on Abnormal Returns
Abnormal Returns
SEPTEMBER 3, 2023
theverge.com) The story of a portfolio manager holding onto Credit Suisse stock too long. (humbledollar.com) Why are mortgage rates so high? awealthofcommonsense.com) Google ($GOOGL) has dominated seemingly forever. The cracks are showing. morningstar.com) Is illiquidity a feature or a bug?
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Flexible Equity Strategy: Portfolio Manager Maneesh Bajaj Discusses His Investment Approach
Brown Advisory
FEBRUARY 23, 2022
Flexible Equity Strategy: Portfolio Manager Maneesh Bajaj Discusses His Investment Approach. Listen to our Flexible Equity Strategy's Portfolio Manager, Maneesh Bajaj, discuss his investment approach: Your browser does not support the audio element. Wed, 02/23/2022 - 10:38.
Adviser links: financial compassion
Abnormal Returns
AUGUST 14, 2023
humansvsretirement.com) Corey Hoffstein talks with Martin Tarlie, a Portfolio Manager at GMO, about bridging the gap between financial planning and portfolio management. (wiredplanning.com) Dan Haylett talks funded contentment with Brian Portnoy of Shaping Wealth.
Podcast links: generational differences
Abnormal Returns
JUNE 30, 2023
genuineimpact.substack.com) Companies Matt Reustle talks with Tom Walsh, a portfolio manager at Baillie Gifford, about ASML Holdings ($ASML). trendfollowingradio.com) Corey Hoffstein talks trend and carry with Rob Croce, Senior Portfolio Manager at Newton Investment Management Group.
Past Performance
The Reformed Broker
NOVEMBER 25, 2022
Especially if we’re referring to the past performance of a particular investment strategy, portfolio manager, mutual fund or individual stock. Past performance is not a guarantee of future results. Of course it isn’t. Things change. But past performance of asset classes should be well understood.
Research links: publication bias
Abnormal Returns
DECEMBER 6, 2022
papers.ssrn.com) How bad weather affects portfolio manager activity. (mrzepczynski.blogspot.com) How to measure, and use, 'tail betas.' caia.org) How much are investors willing to pay for ESG? papers.ssrn.com) How banks make money on leveraged loans. papers.ssrn.com) What explains the funding gap for Black-led startups.
Debunking Common Investment Myths
Pragmatic Capitalism
SEPTEMBER 19, 2022
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 [ … ]
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MiB: Armen Panossian, Oaktree Capital Management
The Big Picture
SEPTEMBER 23, 2023
This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He previously worked for Pequot Capital Management, where he worked on distressed debt strategy.
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Podcast links: the state of AI
Abnormal Returns
JULY 21, 2023
(podcasts.apple.com) Patrick O'Shaughnessy talks with Josh Kushner, founder and managing partner of VC firm Thrive Capital. joincolossus.com) Finance Ted Seides talks with THE Seth Klarman, CEO and Portfolio Manager of The Baupost Group. ritholtz.com) Jeff Malec talks with Jerry Parker about launching an ETF.
Podcast links: the science of sleep
Abnormal Returns
JUNE 2, 2023
bloomberg.com) Christine Benz and Jeff Ptak talk with Joel Tillinghast about his biggest investing mistake, the implications of AI for portfolio management, and how private equity affects investors in public securities. (om.co) Finance David Rubenstein talks with Cliff Asness about the return of value.
Adviser links: optimizing the wrong thing
Abnormal Returns
JULY 31, 2023
investmentnews.com) Portfolio management How to evaluate a client's investment portfolio. (artofmanliness.com) The biz RIA M&A continues to tick lower. riaintel.com) Creative Planning has inked a custody deal with Goldman Sachs ($GS). riabiz.com) Savvy Wealth is pushing hard on the AI front.
MiB: Marta Norton, Morningstar Investment Management
The Big Picture
OCTOBER 22, 2022
Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management. We discuss how her career evolved from an economist covering PPI at BLS to an analyst at Morningstar to a portfolio manager to CIO.
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Podcast links: dollar dominance
Abnormal Returns
JUNE 23, 2023
acquired.fm) Jesse Pujji talks with Joe Frankenfield, Portfolio Manager at Saga Partners, about the business of Roku ($ROKU). (theverge.com) Who listens to true crime podcasts? pewresearch.org) Companies Benjamin Gilbert and David Rosenthal talk with Uber ($UBER) CEO Dara Khosrowshahi.
Thursday links: the biggest financial risk
Abnormal Returns
AUGUST 3, 2023
(advisorperspectives.com) Managed futures are struggling to keep up YTD. etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. rcmalternatives.com) The Big Seven It's not surprising that a handful of stocks are driving the market.
Podcast links: a big disappointment
Abnormal Returns
JUNE 16, 2023
(theinvestorspodcast.com) Corey Hoffstein talks with Michele Aghassi, principal at AQR Capital Management, about portfolio optimization and factor investing. podcasts.apple.com) Finance Meb Faber talks technology and AI with Dan Niles who is the Founder and Portfolio Manager of the Satori Fund.
Research links: ignoring regret
Abnormal Returns
MAY 9, 2023
Portfolio building Should we build portfolios with investor regret in mind? (pm-research.com) pm-research.com) Why you portfolio needs more stocks to be diversified than commonly thought. mailchi.mp) Trading Another sign that portfolio manager trading, on average, is a negative. alphaarchitect.com) Research Do U.S.
Debunking Common Investment Myths
Pragmatic Capitalism
SEPTEMBER 7, 2022
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 [ … ].
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Episode #500: Soo Chuen Tan, Discerene – Contrarian, Long-Term Value Investing
Meb Faber Research
SEPTEMBER 20, 2023
Episode #500: Soo Chuen Tan, Discerene – Contrarian, Long-Term Value Investing Guest: Soo Chuen Tan is President and portfolio manager at Discerene. Before founding the Firm, Soo Chuen was a Partner and Managing Director at Deccan Value Advisors.
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Assessing the Likelihood of a Recession
Advisor Perspectives
JUNE 12, 2023
The widespread pessimism among consumers and investors adds another layer of complexity to portfolio management. A key question advisors will face from clients is whether a recession is likely and if so, what to do about it.
Automated Tax-Loss Harvesting Technology: Is The Value Overstated?
Nerd's Eye View
OCTOBER 5, 2022
Unfortunately, much of the technology dedicated to automated tax-loss harvesting fails to consider the individual tax circumstances that drive most of the true value of harvesting losses, and instead focuses on the portfolio-management aspect of efficiently capturing as many losses as possible.
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Conversation with the Portfolio Manager: Mid-Cap Growth Strategy
Brown Advisory
SEPTEMBER 20, 2017
Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well. Wed, 09/20/2017 - 16:43.
Conversation with the Portfolio Manager: Mid-Cap Growth Strategy
Brown Advisory
SEPTEMBER 20, 2017
Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe.
Buy This, Sell That? Please Don’t…
The Big Picture
APRIL 6, 2023
According to sources they claimed that these measures are part of their active portfolio management strategy which is premised on several factors amongst which include recent market volatility and potential risks associated with holding large positions in single stocks.” Active portfolio management strategy?
10 Thursday AM Reads
The Big Picture
JULY 13, 2023
New York Times ) Be sure to check out our Masters in Business next week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital. .” ( CBS News ) • Making Them Laugh, and Swoon : A year ago, Matt Rife was just another struggling road comedian. Then he blew up on TikTok. (
MiB: Ted Seides, Capital Allocators
The Big Picture
AUGUST 12, 2023
Ted Seides Authored Books Capital Allocators: How the world’s elite money managers lead and invest by Ted Seides So You Want to Start a Hedge Fund: Lessons for Managers and Allocators by Ted Seides Ted Seides Favorite Books Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment by David Swensen Unreasonable Hospitality: (..)
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Investing in an Emerging World Order. Part 3
Advisor Perspectives
SEPTEMBER 12, 2023
In the final part of our series on global supply chains, portfolio managers Inbok Song and Sherwood Zhang look at the companies that are reconfiguring their networks and portfolio manager Vivek Tanneeru gives his assessment on the investment opportunities.
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Time to Snag UK Equities From the Brexit Bargain Bin?
Advisor Perspectives
SEPTEMBER 9, 2023
Dina Ting, Franklin Templeton ETFs’ Head of Global Index Portfolio Management, explores the positive trends that are making a case for holding UK equities.
MiB: Aswath Damodaran: Valuations, Narratives & Academia
The Big Picture
APRIL 8, 2023
The average portfolio manager is driven by emotion and mood and while they talk the value investing talk, in the end they are people who are still judged on a quarterly basis. .” Buffett doesn’t have to worry about his clients asking tough questions because his clients are the actuarial tables.
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The Outlook for Growth Stocks in 2023
Wealth Management
MARCH 12, 2023
Watch as Shivani Vohra, Portfolio Manager and Senior Research Analyst, Parnassus Investments, discusses the outlook for growth stocks in 2023 and whether now is a good time to buy.
Investing in an Emerging World Order. Part 2
Advisor Perspectives
SEPTEMBER 7, 2023
In the second part of our series on global supply chains, portfolio managers Inbok Song and Peeyush Mittal examine the regions and countries that may benefit from industries and companies shifting operations.
Podcast links: the future is video
Abnormal Returns
SEPTEMBER 9, 2022
newcomer.co) Finance Frederick Geischen talks learning and mindset with Alix Pasquet III who is the Managing Partner and portfolio manager at hedge fund Prime Macaya. neckar.substack.com) Christine Benz and Jeff Ptak talk with Sarah Ketterer, CEO of Causeway Capital Management, about value investing.
Talk Your Book: Compounding with Concentrated Portfolios
The Irrelevant Investor
AUGUST 6, 2023
Today’s Talk Your Book is brought to you by AKRE Capital Management: We had John Neff, Partner and Portfolio Manager of AKRE Capital Management on to discuss their best-ideas Focus Fund.
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Consensus View Of “No Recession.” Could It Be Wrong?
Advisor Perspectives
MARCH 18, 2023
As portfolio managers, this is the question we ask ourselves daily. Could the consensus view of a “no recession” scenario be wrong?
Research links: return on capital
Abnormal Returns
NOVEMBER 8, 2022
papers.ssrn.com) How does bereavement affect portfolio manager behavior? (alphaarchitect.com) Dual-class voting is a double-edged sword. aswathdamodaran.blogspot.com) Trustees: control your own investment benchmark. academic.oup.com).
AssetBook Launches Valian Communications App
Wealth Management
SEPTEMBER 22, 2022
Valian complements the firm's established Pulse portfolio management and reporting platform.
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Podcast links: the advertising downshift
Abnormal Returns
JANUARY 20, 2023
bloomberg.com) Howard Lindzon talks with Pranav Kanade who is the Portfolio Manager of VanEck Digital Assets Alpha Fund. (capitalallocators.com) Joe Weisenthal and Tracy Alloway talk with Ram Ahulwalia, the CEO of Lumida Wealth, about the central role of the Grayscale Bitcoin Trust ($GBTC) in the crypto ecosystem.
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Episode #497: Ulrike Hoffmann-Burchardi, Tudor Investments – AI, Digital, Data & Disruptive Innovation
Meb Faber Research
AUGUST 30, 2023
Episode #497: Ulrike Hoffmann-Burchardi, Tudor Investments – AI, Digital, Data & Disruptive Innovation Guest: Ulrike Hoffmann-Burchardi is a Portfolio Manager at Tudor Investment Corporation where she oversees a global equity portfolio inside Tudor’s flagship fund focusing on Digital, Data & Disruptive Innovation.
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Podcast links: lifetime learning
Abnormal Returns
DECEMBER 9, 2022
infiniteloopspodcast.com) Frederick Geischen talks lifelong learning with Alix Pasquet III, Managing Partner and portfolio manager at hedge fund Prime Macaya. (ritholtz.com) Jim O'Shaughnessy talks with Rohit Krishnan about the lessons learned from the FTX meltdown.
10 Friday AM Reads
The Big Picture
JULY 14, 2023
Defector ) • How Mission: Impossible Became the Last Great Stunt Franchise : Over the past 27 years, the Mission: Impossible franchise became the final stronghold for “real action.” ( Inverse ) Be sure to check out our Masters in Business today with Tom Wagner, Co-Portfolio Manager at Knighthead Capital.
Research links: keeping risk in check
Abnormal Returns
AUGUST 16, 2022
institutionalinvestor.com) Portfolio management Alpha calculations don't matter if allocators ignore them. blogs.cfainstitute.org) Does adding a trend filter to bonds matter in a portfolio context? Credit Earnings calls provide information for credit analysts as well. papers.ssrn.com) On the performance of private credit.
Talk Your Book: Large Cap Alpha
A Wealth of Common Sense
AUGUST 14, 2023
Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss large Cap Strategies.
Talk Your Book: Large Cap Alpha
The Irrelevant Investor
AUGUST 13, 2023
Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss large Cap Strategies.
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