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.

Which Yield Calculation is the “Right” One? Guidance on Uses and Nuances of Yield Calculations

XY Planning Network

investment portfolio asset management bonds yields portfolio management inflation3 MIN READ. Per Investopdia.com, the term “yield” is defined as the earnings generated on an investment over a particular period of time, expressed as a percentage.

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How to prepare your portfolio for the uncertain future?

Truemind Capital

In this blog, I am going to give you insights on the important aspects of investment management employed by the best investors and how we can use them to maximize our portfolio returns besides minimizing the risk. Use tactical allocation to make your portfolio future-ready.

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. Chris and George are both seasoned managers - each with over 16 years of experience – but with complementary backgrounds. Q: Don’t investors get this exposure as a byproduct of large-cap managers going down-cap?

AssetBook Launches Valian Communications App

Wealth Management

Valian complements the firm's established Pulse portfolio management and reporting platform

HUB International Buys $1B+ Bridgecreek Investment Management

Wealth Management

Boutique portfolio management firm in OK further expands the insurance giant’s wealth advisory arm

Past Performance

The Reformed Broker

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.

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.

Looking Up

Advisor Perspectives

Vivek Tanneeru, portfolio manager, sees structural and cyclical tailwinds converging for emerging markets equities

Conversation with the Portfolio Manager: Sustainable Core Fixed Income Strategy

Brown Advisory

Conversation with the Portfolio Manager: Sustainable Core Fixed Income Strategy. During the early part of his career, ESG investing was generally limited to basic portfolio screening, but today, he and his team use a far more comprehensive approach. “We

Meet an Advisor: Jake Rue of Shore Point Advisors

Advisor Perspectives

Jake Rue is a portfolio manager and financial advisor at New Jersey-based Shore Point Advisors

Finding the Market Bottom: Why It’s a Process, Not a Moment

Advisor Perspectives

Russ Koesterich, CFA, JD, Managing Director and Portfolio Manager, of the Global Allocation team discusses whether markets have bottomed or not

Uncapped Innovation

Advisor Perspectives

Portfolio Manager Michael Oh, CFA, says attractively valued companies are growing in Asia unfettered by inflationary headwinds

Creator of Anti-Ark ETF Is Losing Fund in Break From New Firm

Wealth Management

He'll no longer serve as portfolio manager of SARK and more than two dozen other funds Matthew Tuttle's ETF lineup was acquired by AXS Investments.

Wayne Dahl and Danielle Poli on Making Smart Credit Investments

Wealth Management

Wayne Dahl and Danielle Poli, co-portfolio managers at Oaktree Capital, describe how investors can seize opportunity and mitigate risk in today’s credit market

Secfi Launches RIA, Targets Startup Employees

Wealth Management

The firm has hired John Morrison, portfolio manager at Dimensional Fund Advisors, to run the RIA, which aims to help startup employees plan around option-rich, but cash-poor, wealth

Engines of EM Growth

Advisor Perspectives

Portfolio Manager John Paul Lech explains why investors in emerging markets should go upstream in order to leverage the long-term power of the EV sector

Talk Your Book: The Buy-Write Strategy

A Wealth of Common Sense

Where to Find Pricing Power

Advisor Perspectives

Russ Koesterich, Managing Director and Portfolio Manager, of the Global Allocation team explains why investors should expand their definition of quality in today’s market environment

Determined Investors Can Find Opportunities in Emerging Markets

Advisor Perspectives

Alastair Reynolds, Portfolio Manager at Martin Currie, discusses the opportunities for investors who look at high quality, sustainable growth companies in emerging markets

Research links: return on capital

Abnormal Returns

onveston.substack.com) Trend following Why trend following shows up with an allocation in optimal portfolios. papers.ssrn.com) How does bereavement affect portfolio manager behavior? ETFs How Jane Street became an ETF market making powerhouse.

Lawrence Kissko & Graham Robertson, Man AHL – Trend-Following in Inflationary Environments (The Best Investment Writing Volume 6)

Meb Faber Research

Lawrence Kissko & Graham Robertson, Man AHL – Trend-Following in Inflationary Environments (The Best Investment Writing Volume 6) Authors: Lawrence Kissko is a Client Portfolio Manager for Man AHL.

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. We discuss how her career evolved from an economist covering PPI at BLS to an analyst at Morningstar to a portfolio manager to CIO.

Anticipated Joy vs. Anticipated Regret

A Wealth of Common Sense

Frank Rabinovich was a portfolio manager and technology specialist at bond giant PIMCO in the 1990s. The way his colleagues treated him was a microcosm of the culture at the firm in its heyday. Co-workers would douse him with bug spray, claiming he smelled bad.

Talk Your Book: The Buy-Write Strategy

The Irrelevant Investor

Four Key Risk Assessment Metrics

Advisor Perspectives

In times of ongoing high market volatility and crisis, investors and portfolio managers face the challenging task of assessing investment-related risks and possible returns

It’s Infrastructure’s Time to Shine. Here’s What Investors Should Know About the Asset Class.

Advisor Perspectives

CPI data continues to rise, Charles Hamieh, Portfolio Manager at ClearBridge Investments, dives into the opportunity present for investors looking at the infrastructure space as an inflation hedge moving forward As the U.S.

US Equities: Opportunities Amid Turbulence

Advisor Perspectives

Franklin Equity Group Portfolio Manager Grant Bowers shares his outlook on inflation and recessionary risks and where he’s finding opportunities in US equities amid recent market volatility

Talk Your Book: Portfolio Premortem

A Wealth of Common Sense

On today’s show we discuss: Rick’s background and the beginnings of Fabric Risk How Fabric is approaching risk for advisors Looking at risk through the lens of an advisor/individual vs a portfolio manager Financial plan ma.

Research links: keeping risk in check

Abnormal Returns

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? markovprocesses.com) How well do sell-side analysts manage 'decision fatigue'?

An Unconstrained Approach Serves Well in Uncertain Times

Advisor Perspectives

We met with the portfolio managers of BlackRock Strategic Income Opportunities to have a wide-ranging discussion on their approach and why it’s so well suited to the current market environment

Research links: when quant falters

Abnormal Returns

Portfolio management Byrne Hobart, "Inverse correlations tend to go away when people rely on them. thediff.co) Concentrated portfolios are at-risk of missing out on overall equity market gains. evidenceinvestor.com) What's the best way to take distributions from a portfolio?

Podcast links: the future is video

Abnormal Returns

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. Business Patrick O'Shaughnessy talks with Jay Goldberg about the rise of AMD ($AMD).

Automated Tax-Loss Harvesting Technology: Is The Value Overstated?

Nerd's Eye View

The 1%+ added value of automated tax-loss harvesting may be achievable in some ‘ideal’ cases, such as an investor who frequently contributes to their portfolio, has short-term losses to offset, and/or has many individual security holdings.

Taxes 185

Robeco – The Cross-Section of Stock Returns before 1926 (and beyond) (The Best Investment Writing Volume 6)

Meb Faber Research

Van Vliet is a Client Portfolio Manager at Robeco. Robeco – The Cross-Section of Stock Returns before 1926 (and beyond) (The Best Investment Writing Volume 6) Authors: Guido Baltussen is Head of Robeco’s Factor Investing strategies and Co-head of the Quant Fixed Income team. Bart P.

Episode #444: Steve Romick, FPA Funds – Live at Future Proof!

Meb Faber Research

Guest: Steve Romick joined FPA in 1996 and serves as a Portfolio Manager for the FPA Crescent Fund. Episode #444: Steve Romick, FPA Funds – Live at Future Proof!

Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6)

Meb Faber Research

The post Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6) appeared first on Meb Faber Research - Stock Market and Investing Blog.

Christine Wang, Bridgeway – “Room To Run” with US Small-Cap Value Stocks? (The Best Investment Writing Volume 6)

Meb Faber Research

The Best Investment Writing Volume 6) Author: Christine Wang, CFA, CPA is a Portfolio Manager for Bridgeway Capital Management. Christine Wang, Bridgeway – “Room To Run” with US Small-Cap Value Stocks?

Talk Your Book: Portfolio Premortem

The Irrelevant Investor

On today’s show we discuss: Rick’s background and the beginnings of Fabric Risk How Fabric is approaching risk for advisors Looking at risk through the lens of an advisor/individual vs a portfolio manager Financial plan ma.

#FA Success Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice, With Anh Tran

Nerd's Eye View

Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. Welcome back to the 309th episode of the Financial Advisor Success Podcast !