2001 Portfolio Risk Management 
The Big Picture
MAY 9, 2023
And then I was the beneficiary of the TMT bubble bursting in 2001. But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. So you’re Chief Investment officer of Asset and Wealth Management.
Carson Wealth
SEPTEMBER 23, 2024
If they are cutting due to a panic (think March 2020) or due to a recession (like in 2001 or 2007) potential trouble could indeed be lurking. But as we’ve been writing all year, we do not see a recession coming and with inflation back to manageable levels, there was simply no reason to have interest rates up over 5%. on average.
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The Irrelevant Investor
FEBRUARY 28, 2019
A bounce of this magnitude makes a mockery of risk management. The bad news is 2001 was a major head fake and there is no way to know whether today is 1982 or 2001. One of the challenges with tactical portfolio management, particularly with trend following, is that whipsaws are part of the deal.
Brown Advisory
JUNE 16, 2021
In March 2021, we started to see nonearners’ performance roll over, which is more in line with historical averages; for the 2001–2021 period, earners outperformed nonearners by 3% on an annualized basis. Note: 2001-2021 period is annualized. small-caps particularly attractive, especially from a risk management perspective.
Brown Advisory
JUNE 16, 2021
In March 2021, we started to see nonearners’ performance roll over, which is more in line with historical averages; for the 2001–2021 period, earners outperformed nonearners by 3% on an annualized basis. Note: 2001-2021 period is annualized. small-caps particularly attractive, especially from a risk management perspective.
Trade Brains
JULY 11, 2022
Not only do they make a great addition to any investor’s stock portfolio, but they also remain stable or do well during recessions, strong economies, and anytime in between. It started with an AUM of ~120 crores in 2001 and its AUM in FY21 was ~2.7 The company has a diversified product portfolio and product mix. lakh crores.
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. So it was a pretty different situation from 2001, where the whole dot-com bust, but more importantly, the telecom implosion. She is an author and former hedge fund trader, specializing in distressed assets. RITHOLTZ: Yeah.
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