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.

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The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. So this secular bear market that we’re in today began in 2013 when we finally broke above the 1,500 level that was capping the index since 2000. But number two is from a demographic standpoint.

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Brown Advisory

APRIL 1, 2015

Several potentially worrisome signs are beginning to appear on the horizon, but they don’t appear particularly disturbing at this point, as we’ll see: The NASDAQ Composite recently crossed 5000 for the first time since March 2000. If stocks with no earnings were included, the P/E ratio in 2000 would have been much higher than shown.)

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The Big Picture

OCTOBER 17, 2023

Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers. Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. Number one, longevity.

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Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

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Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

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The Big Picture

AUGUST 20, 2024

The second thing that it ultimately does is it creates conditions under which there’s a transition from cash rich portfolios that are ultimately option like in their characteristics. So I, as a discretionary portfolio manager, if you hand me cash, I can look at the market and say, you know what? Thank you for the cash.

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Carson Wealth

JANUARY 2, 2024

Artificial Intelligence Grabs the Spotlight Jake Bleicher, Portfolio Manager To me, the narrative of 2023 is captured by a chart showing the performance of NVIDIA, the maker of high-end computer chips that have become the bedrock of artificial intelligence (AI). However, this may be changing.

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Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

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Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

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Brown Advisory

OCTOBER 26, 2021

Outperformance of unprofitable companies, coupled with healthy capital markets activity in the biotech/pharma sub-sector over several years, has driven the weight of nonearners in the Russell 2000® Growth Index (R2G) to all-time highs (Exhibit 2). The Russell 2000® Index measures the performance of the small-cap segment of the U.S.

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Bell Investment Advisors

JUNE 29, 2023

I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. All these numbers are as of June 16. It was almost the same number when I checked this on the 16th. 06:07 Meanwhile, they made some mistakes in their portfolio where they had a mismatch. 0:17 Ryan Kelley: Thanks.

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Inside Information

FEBRUARY 1, 2024

Morningstar, alas, joined this biased analysis trend; when I was helping them set up their advisor website back around 2000, some of the salespeople gleefully reported that they had landed Merrill Lynch as a big customer. More money in our funds!) Where am I going with this?

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The Big Picture

MAY 23, 2023

Maybe it’s leverage, maybe it’s a tele protection, maybe it’s an overlay hedge, maybe it’s any number of these things. So, GOG, discretionary portfolio management. And maybe it’s the combination of strategies, maybe it’s a combination of strategies with additional transparency or additional liquidity? And technology on.

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The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. WAGNER: You know there are a number of things that occurred. . ~~~ ANNOUNCER: This is “Masters in Business” with Barry Ritholtz on Bloomberg Radio.

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Sara Grillo

APRIL 11, 2022

RICK FERRI, CFA: I ended up retiring in 2000. Well, either a lot of other people were doing loyalty management, now it started to pick up steam, and I was ready to step away from the AUM model and do more advising because when you’re in a um manager, you’re not advising. CFA designation, correct.

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Brown Advisory

OCTOBER 11, 2021

Hedge funds can include a number of strategies: long-short, trading-oriented, global macro, event-driven and activist. When investing in alternatives, we seek long-term partnerships with portfolio managers and teams that possess specific talent and skill.

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Brown Advisory

OCTOBER 11, 2021

Hedge funds can include a number of strategies: long-short, trading-oriented, global macro, event-driven and activist. When investing in alternatives, we seek long-term partnerships with portfolio managers and teams that possess specific talent and skill.

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The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. RITHOLTZ: There’s safety in numbers. For a lot of funds, the early 2000 saw a lot of opportunity in the distressed market and in other spaces. The numbers are correct. That’s the right thing.

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The Big Picture

DECEMBER 12, 2023

Barry Ritholtz : This week on the podcast, not only do I have an extra special guest, but I have a mutual fund Legends Fidelity Low price stock fund manager, Joel Tillinghast has been there pretty much since inception in 1989. He’s crushed the Russell 2000, whatever benchmark you want to talk about. a year since 1989.

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Brown Advisory

SEPTEMBER 25, 2023

The history of small-cap investing is blurry, but a significant moment came in the post-World War II era with the rise of mutual funds and the advent of portfolio diversification theories, such as Harry Markowitz’s Modern Portfolio Theory in the 1950s. In other words, the expansion opportunity is greater. equity universe.

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Trade Brains

JULY 23, 2022

Competing with big players like HDFC and ICICI is indeed a difficult task but Zerodha has managed to remain the Number One discount broker of the country. The ICICI Direct which is a part of ICICI Securities ranks number one in the full-service stockbrokers’ list. It is also known as RKSV. Upstox Brokerage charges.

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The Big Picture

AUGUST 16, 2022

And if you’re able to do that in a diverse number of markets and asset classes, while managing risk in the markets that aren’t trending, you know, that’s in general how trend following works. Maybe we’ll get down to 4% or 5%, but that’s the number the Fed doesn’t like. TROPIN: Correct.

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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. You can use this in a number of ways. And that’s a pretty good number. Program didn’t feel right. I then got just very lucky.

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The Big Picture

MARCH 26, 2024

00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. And I was a portfolio manager, so I was doing bottom up research and picking stocks.

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The Big Picture

MARCH 14, 2023

RITHOLTZ: That whole irrational exuberance era from ’96, from the speech to 2000, that could be the best four-year run in market history. So up 18 or 19 percent for the year, you see those spectacular numbers. And so that makes it more difficult for them to manage portfolios like they used to. BERNSTEIN: It was crazy.

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Carson Wealth

DECEMBER 23, 2024

Notably, there was no SCR in 2000 and 2008, not the best times for investors, and potentially a major warning that something wasnt right. But when there is an SCR, those numbers jump to 10.4% When Santa doesnt come, those numbers fall to only 5.0% and 66.7% (but note those numbers will improve once this year is in the books).

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The Big Picture

DECEMBER 17, 2024

Barry Ritholtz : This week on the podcast, another extra special guest, Tony Kim, is managing director at BlackRock, where he heads the fundamental equity technology group helping to oversee all of the active technology investments BlackRock makes. I must have worked for 30, 40 portfolio managers across four, four or five investment firms.

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The Big Picture

JANUARY 27, 2025

And then MassMutual combined Barings investing with a number of other shops, including Babson, a very well regarded investing firm. The shop manages about well over $430 billion. He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. He worked as a trader.

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The Big Picture

JANUARY 14, 2025

They are a multi-manager, multi-strategy hedge fund that has put up some pretty impressive numbers. You were a portfolio manager, researcher head of trading, and apparently tech geek putting machines together. 00:17:16 [Speaker Changed] Starting back, this is around 2000 let’s say. Half is a giant number.

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The Big Picture

APRIL 8, 2024

. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This weekend on the podcast, ed Hyman returns to talk about all things economic analysis, what’s going on in the world, how he’s built an incredible career, oh my God, 43 times number one ranked in the Institutional investor survey in economics.

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The Big Picture

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.

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The Big Picture

NOVEMBER 25, 2024

Honest back testing, really looking at the numbers versus exaggerating returns and, and making up the claim that something’s live when it’s not. And I think that helped fuel the smart beta boom of the 2000 tens. 12, 14 even that not a lot of numbers. I know you are not especially keen on back testing.

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The Big Picture

JULY 15, 2024

Matt Eagan has spent his entire career in fixed income from credit analyst to portfolio manager. Now he’s the head of the discretion team at Loomis Sales, which manages well over $335 billion in client assets. I had a number of other things as well. And so I transferred to the business school after that.

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The Big Picture

FEBRUARY 12, 2024

He has put together an amazing track record at Greenlight in the middle 2000 and tens. And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. Then we stayed open until about 2000. Because I view myself as an analyst first.

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The Better Letter

JANUARY 11, 2024

On average, the median Wall Street forecast from 2000 through 2023 missed its target by an astonishing 13.8 As my friend Morgan Housel has explained , “Every forecast takes a number from today and multiplies it by a story about tomorrow.” A similar academic study from 2018 found roughly 48 percent accuracy. So did Ron Paul.

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The Big Picture

JULY 22, 2024

So I moved in 2000, almost if you mark the all time high of Morgan Stanley stock, you know, pre adjusted, it was trading like an internet. So I joined 00:05:51 [Speaker Changed] Like March, 2000, something like that. 00:05:54 [Speaker Changed] Yeah, it was early 2000. 00:05:54 [Speaker Changed] Yeah, it was early 2000.

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