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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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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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Stock Picking is Not the Same Thing as Portfolio Management

A Wealth of Common Sense

Early on in my savings journey I prioritized tax-deferred retirement accounts over all else. I like the ease and simplicity of 401k contributions coming out of my paycheck before it ever even touches my checking account. It’s easy to automate. The set-it-and-forget-it nature of a workplace retirement plan is one of my favorite features.

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Research links: better behavior

Abnormal Returns

blogs.cfainstitute.org) Some evidence that it is possible to measure portfolio manager decision making. (wisdomtree.com) What happens to the stock market on days before holidays. papers.ssrn.com) How a stock's price affects its risk profile. capitalspectator.com) A link to "The Cockroach Approach" by Taylor Pearson with Jason Buck.

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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. 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.

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Research links: an attractive business model

Abnormal Returns

libertystreeteconomics.newyorkfed.org) Portfolio managers Why portfolio managers get fired. alphaarchitect.com) Is there a relationship between manager attractiveness and fund performance? (papers.ssrn.com) Box spreads The pros and cons of using box spreads to generate cash-like returns.

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Research links: keeping things simple

Abnormal Returns

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.