The Big Picture

MAY 31, 2024

Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees.

Asset Allocation 189

Asset Allocation Math Portfolio Management Engineering 189

The Big Picture

JANUARY 21, 2025

But yes, I was given my own column and by that point, having seen all these star managers come and go, you know, I had become an index fund devotee, and in column after column I banged the drum for index funds to the point where my editors were asking me, Hey, could you write about something else? 00:21:46 Everything was a headache.

Investing 147

Investing Investments Management Retirement 147

The Big Picture

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years.

Valuation 130

Valuation Investments Investing Assets 130

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I mean, one of our first ETF was our China Consumer ETF that we launched in 2009. BERRUGA: Yeah.

Clients 162

Clients Investments Investing Management 162

The Big Picture

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. Those have compounded over the centuries and have managed to amass a huge amount of, of capital. He is portfolio manager at Orbis Holdings.

Investments 130

Investments Investing Clients Numbers 130

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

MARCH 21, 2023

I was a fixed income portfolio manager and trader, which is a ton of fun. PIMCO out on the West Coast, read the first thing I wrote in the Journal of Portfolio Management. My mom was a math teacher so — RITHOLTZ: Okay. But it wasn’t like whatever skills they taught me in the PhD. RITHOLTZ: Meaning what?

Valuation 173

Valuation Investments Investing Numbers 173