The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. You, 00:18:29 [Speaker Changed] You, you mentioned ownership mentality.

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The Big Picture

DECEMBER 6, 2022

RITHOLTZ: So you joined Global X in 2014. 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. What led you to them from Jefferies? BERRUGA: Great question.

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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? That’s exactly right.

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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.

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The Big Picture

JULY 31, 2023

And then, as it turns out, a switch flipped in the market in 2014 was a record, 2015 was a record. I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. And that’s sort of the math. None of them still stand, right? He was right on the thesis.

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The Big Picture

JUNE 3, 2024

And that was his boss, Jeffrey Gundlock, founder of Double Line Capital, back in July, 2014. Jeffrey Sherman : Well, what it was was, so I, as I said, with applications, there’s many applications of math, and the usually obvious one is physics. Barry Ritholtz : It seems that some people are math people and some people are not.

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