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MiB: John Montgomery, Bridgeway Capital Management

The Big Picture

This week, I speak with John Montgomery , CEO, Founder and Portfolio Manager of Bridgeway Capital Management. His responsibilities include the firms strategic direction, investment management and risk oversight, portfolio management, and mentoring.

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Producer Prices Rise 0.3 Percent in November Led by Services and Food

Mish Talk

Leading the November increase, prices for final demand services less trade, transportation, and warehousing climbed 0.4 Prices for final demand transportation and warehousing services declined 0.9 Prices for transportation of passengers (partial) fell 5.6 Prices for arrangement of freight and cargo transportation dropped 15.2

Food 187
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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

00:01:42 [Speaker Changed] The career plan originally was urban development and transportation. So that was my first career, was working with various bus and transportation companies to improve the quality of life in the cities. 00:03:32 [Speaker Changed] So from transportation to finance, that sounds almost, but not quite purposeful.

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Transcript: Cathy Marcus, PGIM Real Estate

The Big Picture

I worked in sort of a quasi portfolio management role for like a single client account type business. And then I worked on it throughout the GFC and then became the senior portfolio manager during the recovery period. And if you’re near public transportation, you know, every tenant is looking for that.

Assets 264
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The Equity Beat: Old Economy Stocks Aging Like Fine Wine

Brown Advisory

Markets shaking off a long list of concerns In this episode, Erika Pagel and Sid Ahl are joined by Brown Advisory’s David Schuster, portfolio manager of the firm’s Small Cap Fundamental Value strategy, for a discussion about the surprising resilience of capital markets in the face of a challenging economic environment.

Economy 98
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Best Small Cap Stocks With High ROE To Add To Your Watchlist

Trade Brains

Currently, it supplies its products to more than 147 countries around the world The company serves various industries including Shipbuilding, Aerospace, Automotive, Pipelines, Repair and maintenance, Power Generation, Process Industry, Transport and mobile Machinery and more. crores in FY19 to ₹1,104.38 crores in FY23.

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Rude Awakening

Brown Advisory

The Garden State has sold roughly $30 billion in such debt to fund projects ranging from education to transportation. Among our holdings in sectors backed by clear flows of revenues, we maintain an overweight in health care and transportation and remain focused on credit stability, valuations and opportunities for price gains.