Random Roger's Retirement Planning

OCTOBER 2, 2024

This has also reiterated how important patience is in investing. There's another batch of names in the portfolio that have been maybe been in there 12-14 years. Same thing, some big outperformers and some laggards but again they bring different attributes to the portfolio. I didn't add that fund in until two years later.

Portfolio 52

Portfolio Clients Retirement Portfolio Management 52

The Irrelevant Investor

JANUARY 19, 2019

I wanted to share the challenges he overcame on his way to cementing a place on the Mount Rushmore of finance with this chapter from my book, Big Mistakes: The Best Investors and Their Worst Investments. In fact, the index fund was met with resentment from the investment community and apathy from investors. Rest in peace, Jack.

Assets 52

Assets Management Investing Investments 52

The Big Picture

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. What makes a good investment strategy?

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The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

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Brown Advisory

OCTOBER 26, 2021

We illustrate each of these types of investments and the in-depth due diligence process involved in identifying them with case studies in Edwards Lifesciences and Catalent, respectively. Concurrently, the weight of biotech in the index has ballooned from 9% at beginning of 2005 to close to 16% as of the end of the third quarter of 2021.

Manufacturing 52

Manufacturing Investments Investing Communication 52

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. Mike Freno : Yeah.

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Assets Insurance Management Investing 147

The Big Picture

NOVEMBER 25, 2024

I, if you are at all interested in concepts of things like portable alpha or return stacking, or just want to know how a quant looks at the world of investing and tries to decide where there are opportunities. Quantitative investing was, was that the plan from the beginning? Let’s talk a little bit about your background.

Portfolio 147

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The Better Letter

JANUARY 11, 2024

To find the answer, CXO collected and investigated 6,584 forecasts from 2005-2012 for the U.S. In December of 1994, Orange County, California, filed for bankruptcy protection after Robert Citron, its chief investment officer, lost billions of dollars speculating on fixed income derivatives. The funniest.

Economy 97

Economy Economics Math Banking 97