Random Roger's Retirement Planning

OCTOBER 2, 2024

On Christmas Day, 2005 I wrote about alternatives including a look at the Merger Fund (MERFX). Another small change in portfolio management is that I've been willing to have zero exposure to the energy sector. The ramp up process to using alternatives is also an exercise in patience.

Portfolio 52

Portfolio Clients Retirement Portfolio Management 52

Brown Advisory

OCTOBER 26, 2021

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. The R2G and RMG experienced a decrease in the size of cyclical sectors (consumer discretionary, energy, financials, industrials and materials) since 2005.

Manufacturing 52

Manufacturing Investing Investments Communication 52

The Irrelevant Investor

JANUARY 19, 2019

Walter Cabot, the new portfolio manager, wrote: Times change. Portfolio managers would no longer rapidly trade these growth stocks, instead they would invest in blue chips like IBM and Disney, and no price was too rich. But the stock market bounced back, and the bloody memories were quickly erased in investors’ minds.

Assets 52

Assets Management Investing Investments 52

The Big Picture

OCTOBER 17, 2023

’cause they, it’s a learning mechanism as a recommendation mechanism for portfolio managers and thinking about how to allocate capital. If you go back to 2005, when I joined Orbis, the bricks was all the rage. So the, the, the story around emerging markets in 2005 is absolutely right. Investment returns.

Investing 130

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The Big Picture

JULY 19, 2022

So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. You began as a central bank portfolio manager in Finland. So, that relationship actually already started when I was a portfolio manager, right? ILMANEN: Yes.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

JANUARY 27, 2025

He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. So he has seen the world of private investing from both sides, both as, as an investor and as part of the management team. He worked as a trader. At the time, Babson had about 20 some odd people in Charlotte.

Assets 147

Assets Insurance Investing Investments 147

The Big Picture

NOVEMBER 25, 2024

This was the era, 2005, 2006, all of my friends were looking to get banking roles. 00:19:11 [Speaker Changed] The, the challenge is always the transition from the uptrend to the downtrend, which is why you have portfolio managers and allocators arguing who’s responsible. Barry Ritholtz : That’s hilarious.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Better Letter

JANUARY 11, 2024

To find the answer, CXO collected and investigated 6,584 forecasts from 2005-2012 for the U.S. Out of the nearly 10,300 mutual funds and ETFs in the United States, the listed portfolio managers own no shares in the funds they manage in 5,900 of them. You may hit some paywalls below; most can be overcome here.

Economy 97

Economy Economics Math Banking 97