Abnormal Returns

OCTOBER 10, 2023

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.

Portfolio Management 264

Portfolio Management Startup Portfolio Management 264

Abnormal Returns

APRIL 16, 2024

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.

Asset Allocation 276

Asset Allocation Portfolio Management Portfolio Assets 276

Abnormal Returns

OCTOBER 11, 2024

awealthofcommonsense.com) Corey Hoffstein talks with Farouk Jivraj, Portfolio Manager and Head of Alternative Risk Premia at Fidelity Investments’ Asset Management Solutions division. podcasts.apple.com) Barry Ritholtz talks with Vincent Aita, Founder and CIO of Cutter Capital Management.

Math 273

Math Portfolio Management Management Portfolio 273

The Big Picture

OCTOBER 18, 2024

This week, we speak with Brian Higgins , co-founder, managing partner and co-portfolio manager of King Street. He is chair of the Management Committee, Global Investment Committee, Real Estate Investment Committee, and is a member of the Risk Committee and Operating Committee.

Portfolio Management 162

Portfolio Management Management Portfolio Investing 162

Advisor Perspectives

NOVEMBER 14, 2024

US producer prices picked up in October, fueled in part by gains in portfolio management costs and other categories that feed into the Federal Reserve’s preferred inflation gauge.

Portfolio Management 98

Portfolio Management Portfolio Management 98

The Irrelevant Investor

AUGUST 22, 2018

On this week's Animal Spirits, we discuss: Old-money billionaires are chasing new tech riches The stories war The shrinking public stock market "Not a public company" The Netflix of fitness Tech billionaire busted for drug trafficking Listen here Tweets mentioned [link] [link] [link] [link] Recommendations Rocket Men Walt Disney: An American Original (..)

Portfolio Management 52

Portfolio Management Portfolio Management Marketing 52

Abnormal Returns

DECEMBER 5, 2023

hamiltonlane.com) Portfolio managers love to shift blame for underperforming assets. (bloomberg.com) Research Passive investing is making markets less efficient, but. morningstar.com) How much more expensive are large cap vs. small caps? papers.ssrn.com) How to best measure investor disagreement.

Portfolio Management 278

Portfolio Management Assets Taxes Management 278

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.

Portfolio Management 246

Portfolio Management Compliance Portfolio Financial Planning 246

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?

Portfolio Management 277

Portfolio Management Retirement Portfolio Management 277

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.

Portfolio Management 246

Portfolio Management Portfolio Management Retirement 246

Abnormal Returns

DECEMBER 12, 2023

riabiz.com) Fund management Diseconomies of scale in fund management are real. alphaarchitect.com) Why portfolio managers shift styles. (insights.finominal.com) The factor ETF space has gotten crowded. papers.ssrn.com) Research What does the 'risk matters hypothesis' say?

Portfolio Management 263

Portfolio Management Retail Assets Portfolio 263

Wealth Management

NOVEMBER 1, 2024

In one case, the firm agreed to pay $45 million to settle charges that it didn’t disclose financial conflicts regarding a portfolio management program to clients.

Portfolio Management 90

Portfolio Management Portfolio Clients Management 90

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.

Portfolio Management 258

Portfolio Management Portfolio Assets Management 258

Abnormal Returns

JULY 12, 2024

open.spotify.com) Finance Meb Faber talks trend following with Jerry Parker, portfolio manager of the Cambria Chesapeake Pure Trend ETF ($MFUT) ETF. (infiniteloopspodcast.com) Khe Hy talks with Nat Eliason author of "Crypto Confidential: Winning and Losing Millions in the New Frontier of Finance."

Portfolio Management 264

Portfolio Management Economics Management Portfolio 264

The Big Picture

OCTOBER 4, 2024

 This week, we speak with Vincent Aita, Founder and CIO of Cutter Capital Management. Prior to founding Cutter Capital in November 2022, Vincent spent time as a Senior Analyst for Millennium Partners and a Portfolio Manager at Citadel. He also received a Ph.D. in molecular genetics from Columbia University.

Investing 147

Investing Investments Pharmaceutical Portfolio Management 147

Abnormal Returns

NOVEMBER 27, 2024

sherwood.news) Fund management How a portfolio manager allocates trades matters. Markets The stock market is having its two best back-to-back years since the Dotcom boom. sherwood.news) Americans are wicked bullish. axios.com) Markets are, for now, shrugging off tariff threats. governments.

Math 147

Math Portfolio Management Portfolio Government 147

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.

Startup 246

Startup Portfolio Management Retirement Accounting 246

Abnormal Returns

MAY 10, 2024

mebfaber.com) Eric Golden talk with Nir Kaissar, founder and portfolio manager at Unison Advisors, about the state of markets. (freakonomics.com) Finance Barry Ritholtz talks with Jim O'Shaughnessy about his investing career, VC and the potential of AI.

Portfolio Management 277

Portfolio Management Portfolio Management Investing 277

Wealth Management

NOVEMBER 19, 2024

Called Auria, Advyzon's new technology will combine portfolio management, performance reporting, CRM and other tools.

Portfolio Management 74

Portfolio Management Clients Portfolio Management 74

Wealth Management

SEPTEMBER 5, 2024

Barry Gilbert, portfolio manager with the Carson Group, talks about why the firm is risk-on right now, why it prefers ETFs over mutual funds and what’s different about this market cycle.

Portfolio Management 105

Portfolio Management Portfolio Management Marketing 105

Abnormal Returns

MARCH 1, 2024

wired.com) Finance Joe Weisenthal and Tracy Alloway talks multi-strategy hedge funds with Krishna Kumar, a portfolio manager at Goose Hollow Capital Management. joincolossus.com) Barry Ritholtz talks concentrated portfolios with Andrew Slimmon, managing director at Morgan Stanley Investment Management.

Portfolio Management 275

Portfolio Management Portfolio Management Investing 275

Abnormal Returns

NOVEMBER 15, 2024

capitalallocators.com) Shane Parrish talks with Adam Karr, President and Portfolio Manager at Orbis Investments. (advisoranalyst.com) Ted Seides talks with Scott Bessent who is the CEO and CIO of Key Square Group. fs.blog) Dan Lefkovitz and Christine Benz talk muni bonds with Jim Murphy and Charlie Hill of T. Rowe Price.

Portfolio 147

Portfolio Portfolio Management Management Investments 147

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 [ … ]

Investing 177

Investing Investments Portfolio Management Financial Market 177

A Wealth of Common Sense

SEPTEMBER 26, 2024

The Roth Man himself, Bill Sweet, joined me on the show this week to discuss questions about taxes in marriage, retirement withdrawal strategies, the tax implications of selling farmland and how to manage tax rates in early retirement.

Retirement 105

Retirement Planning Portfolio Management Taxes 105

The Big Picture

FEBRUARY 2, 2024

He manages the focused quality fund and its new Quality ETF, and is the portfolio manager for quality strategies. Hancock is also portfolio manager for GMO’s Quality Strategies, including the Quality Fund MF ( GQETX ); that fund manages >8$ billion dollars and over the past 20 years, has returned 13.6%

Portfolio Management 162

Portfolio Management Engineering Distribution Retail 162

Wealth Management

AUGUST 26, 2024

Javier Altimari, a former senior director and portfolio manager at Oppenheimer & Co., will be instrumental in building out Americana Partners International, the RIA’s new division serving international UHNW clients.

Management 86

Management Portfolio Management Portfolio Clients 86

Abnormal Returns

NOVEMBER 30, 2023

(valueandopportunity.com) Fund management DFA's push into ETFs has been more successful than even they expected. etf.com) How much personal trading is too much for a mutual fund portfolio manager? propublica.org) The Roundhill MEME ETF ($MEME) will liquidate next month.

Financial Advising 278

Financial Advising Portfolio Management Media Economics 278

A Wealth of Common Sense

AUGUST 15, 2024

Further Reading: The Holy Grail of Portfolio Management 1The S&P 500 was up 9.8% per year while the 10 year Treasury gained 4.6% annually from.

Portfolio Management 112

Portfolio Management Financial Advisor Portfolio Management 112

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.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

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.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Advisor Perspectives

JUNE 20, 2024

Portfolio Managers Guy Barnard and Greg Kuhl highlight how the shelter component of CPI is exerting downward pressure on inflation, paving the way for rate cuts – a tailwind for listed real estate.

Portfolio Management 97

Portfolio Management Portfolio Management 97

Abnormal Returns

FEBRUARY 21, 2024

whitecoatinvestor.com) Personal finance Stock picking is not the same thing portfolio managment. (humbledollar.com) How to tamp down on impulsive spending. dariusforoux.com) How to spend intentionally. In fact, it's a distraction.

Retirement 275

Retirement Retirement Planning Portfolio Management Financial Advisor 275

Abnormal Returns

MARCH 15, 2024

podcasts.apple.com) Finance Patrick O'Shaughnessy talks with Anne-Marie Peterson who is an equity portfolio manager at Capital Group. (infiniteloopspodcast.com) Scott Barry Kaufman talks with Columbia business professor Shena Lyengar on how we make choices and innovate.

Portfolio Management 264

Portfolio Management Portfolio Clients Investing 264

A Wealth of Common Sense

SEPTEMBER 9, 2024

Today’s Talk Your Book is sponsored by Schafer Cullen Capital Management: On today’s show, we spoke with Jennifer Chang, Portfolio Manager and Executive Director to discuss Schafer Cullen’s high dividend value strategies.

Portfolio Management 89

Portfolio Management Portfolio Management 89

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.

Management 230

Management Investing Investments Portfolio Management 230

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.

Portfolio Management 277

Portfolio Management Management Numbers Portfolio 277

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 [ … ].

Investing 131

Investing Investments Portfolio Management Financial Market 131