The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. 00:06:36 [Speaker Changed] So in, in 2004, I joined Morgan Stanley equity research. That was great.

Healthcare 162

Healthcare Portfolio Management Investing 162

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.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. These are big numbers.

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

APRIL 18, 2023

Probably somewhere around 2004 or ‘05, we started doing things by ourselves. So when I looked at the world of higher rates, does it have a big impact on how you structure deals, or is it just a factor that’s going to move up and down and everybody just changes their spreadsheets and the numbers all just move higher?

Assets 162

Assets Investing Investments Valuation 162

The Big Picture

JANUARY 14, 2025

They are a multi-manager, multi-strategy hedge fund that has put up some pretty impressive numbers. You had an argument that why you’d have an edge because you knew these managers and these stocks deeply and that’s really was like a Cambrian explosion of hedge funds at at that moment in time. Half is a giant number.

Management 147

Management Investing Investments Assets 147

The Big Picture

AUGUST 23, 2022

And I was kind of intrigued and so I said, can we discuss it, and he laid it out on a conference table and I said, what’s this number? And then I said, what’s this number down here, and he said, this is last year’s earnings. And that number was $160 million. BROWDER: I just gone the risk management committee.

Government 321

Government Banking Numbers Investing 321