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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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Considering Climate within Portfolios

Brown Advisory

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

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Considering Climate within Portfolios

Brown Advisory

Considering Climate within Portfolios. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. CLIMATE DASHBOARD: SUSTAINABLE MODEL PORTFOLIO AS OF 6/30/21. Mon, 10/04/2021 - 11:00. A 360-Degree Climate Evaluation.

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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. So, so let’s talk a little bit about that giant portfolio of investments.

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