The Big Picture

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. We were originally very equity heavy back in the day, and we made a lot of investments on the fixed income side. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96?

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The Irrelevant Investor

OCTOBER 4, 2016

His most recent book, Clash of the Cultures, which details how companies went from an investment business to a marketing business, is an excellent read. So in the course of, say, a 60-year investment lifetime, the investors portfolio will have been managed by almost 50 different managers.

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The Big Picture

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. Really fascinating guy.

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Random Roger's Retirement Planning

AUGUST 12, 2024

Or you could look at the 2007 high which was within a few points of the 2000 high and say it took 12 years to double. Since we cannot know the path, this really spotlights a couple of important portfolio management concepts. From the high in 1968, it took 18 years to double which is a very long time of course.

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Brown Advisory

DECEMBER 2, 2015

We consider Synovus, based in Columbus, Georgia, an attractive target for acquisition or an upgrade to an investment-grade rating. By following a disciplined and patient approach, we hope to avoid these “value traps” and instead invest in bonds with robust yields and limited risk of default. . primarily in the South and Midwest.

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Truemind Capital

MAY 19, 2020

In this blog, I am going to give you insights on the important aspects of investment management employed by the best investors and how we can use them to maximize our portfolio returns besides minimizing the risk. This provides them enough liquidity to invest again at cheaper prices when the tide goes out.

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Brown Advisory

SEPTEMBER 22, 2017

ESG and the Stock-­Picker’s Dilemma achen Fri, 09/22/2017 - 12:58 One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance.

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Brown Advisory

SEPTEMBER 22, 2017

One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance. The Search for an ESG Investment Edge.

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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.

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Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. The first is 2022 investment performance. Thanks for joining me. So, even as a U.S.

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The Big Picture

MARCH 25, 2025

And you had the great insight and business acumen to tap out of Bear Stearns in 2007 with all of those options that you had and exercise the options, sell them and launch your shortness, the asset management. You know, like one of the best growth factors in investing is momentum. Totally agree. That’s right. This is key.

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The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management.

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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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Trade Brains

DECEMBER 11, 2023

High FII Holding Stocks Under Rs 200 : When investing in the stock market, we always try to find the best investments, available at the most affordable prices. The 4 PSUs invested 50% of the capital, with the remaining being fuelled by Mutual Funds, FPIs, FIIs, and Public. The construction of its first terminal began in 2000.

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The Big Picture

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

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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. Introduced in Europe in 2007 and then the U.S. Exhibit 4: A Long History of Investing in and Benefitting from Innovation.

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The Big Picture

JULY 11, 2023

Jenny Johnson is CEO of investment giant Franklin Templeton. Did you guys just say, we really want to be pure investment management? The requirements for asset managers to have a bank were such that it would inhibit us a bit. And the key is the difference for people investing early. They run about a $1.5

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The Big Picture

OCTOBER 8, 2024

The transcript from this week’s, MiB: Vincent Aita of Cutter Capital on the DNA of Biotech Investing , is below. So what was your first gig in the world of investing? 00:07:45 [Speaker Changed] My first gig was at Paramount Capital Asset Management. And I’ve been in market neutral investing ever since.

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The Big Picture

APRIL 11, 2023

What led you into that field of study in the world of investing? There are no Renaissance people left on Wall Street, and investing people who can talk about drama and talk about numbers at the same time. And as you well know, in 2007, accountants fixed what I thought was a horrendous mistake — RITHOLTZ: Right.

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Brown Advisory

SEPTEMBER 15, 2017

Every year, we see more and more of our clients looking for ways they can use ESG investment principles to potentially boost returns, align their investments and values and make an impact on the world. We think about sustainable investing very broadly in this strategy,” notes Amy Hauter, the strategy’s ESG research analyst.

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Brown Advisory

SEPTEMBER 15, 2017

Conversation with the Portfolio Manager: Sustainable Core Fixed Income Strategy. As of the end of 2015, $1 out of every $5 under professional management was invested in accordance with some sort of social, environmental and governance (ESG) consideration, according to the Forum for Sustainable and Responsible Investment (US SIF).

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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.

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The Better Letter

JANUARY 2, 2025

Similarly, when a Wall Street strategist, economist, or even a run-of-the-mill investment manager or analyst gets a crack at financial television, he or she is routinely asked, often as almost an afterthought, to give a specific target forecast for the market. It’s an expected part of the gig. Rogers, Jr., David Giroux, CIO of T.

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