The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. MARTA NORTON, CHIEF INVESTMENT OFFICER, MORNINGSTAR INVESTMENT MANAGEMENT: Right. NORTON: Yeah.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

AUGUST 29, 2023

And your bio explains how you were recruited to Vanguard. But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

MAY 9, 2023

So how do you then go from tax and audit practice to finance and investing? If I’d moved to Hong Kong, I think it would have looked like a fairly self-serving tax trade. So we have a pretty well tried and tested campus recruitment approach. So we have a tried and tested kind of campus recruitment approach.

Assets 290

Assets Clients Investing Investments 290

The Big Picture

MARCH 21, 2023

I was a fixed income portfolio manager and trader, which is a ton of fun. PIMCO out on the West Coast, read the first thing I wrote in the Journal of Portfolio Management. But plenty of valuation measures, it has no applicability for price-to-sales. RITHOLTZ: Meaning it would be a recruitment challenge.

Valuation 164

Valuation Investing Investments Numbers 164

The Big Picture

FEBRUARY 12, 2024

So then I just started interviewing with companies as they came on, on the, on-campus recruiting to see what, what I could find. And since we’re looking for narratives as opposed, and then do valuation work second as opposed to cheap, we don’t screen. So I applied to half a dozen of the best programs. Why aren’t you?

Management 286

Management Investing Investments Economy 286

Aleph

FEBRUARY 11, 2023

Portfolio Management and Finance The buying binge that has propelled US equities almost without interruption for four months is nearing a point where past rebounds caved in [link] Valuations are in the 97th percentile. Stock buybacks already get taxed from the capital gains of the seller. ” Feb 08, 2023 Some U.S.

Banking 59

Banking Government Economics Taxes 59