article thumbnail

A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride

Validea

In this episode of Excess Returns, Justin and Jack sit down with Scott McBride, CEO and portfolio manager at Hotchkis and Wiley, to explore the approach that has allowed them to succeed during a time when many other value investors have failed.

article thumbnail

#FA Success Ep 345: Differentiating With Institutions And Ultra-High-Net-Worth Investors As A Serious Investment Firm, With Lori Van Dusen

Nerd's Eye View

In this episode, we talk in-depth about how Lori built her in-depth investment knowledge while working with large institutions and endowments at wirehouse firms like Shearson Lehman Brothers and Citigroup Smith Barney, how Lori approaches portfolio management with an approach of "don't fix what isn't broken" and assumes most large portfolios she manages (..)

Investing 246
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

MiB: Savita Subramanian, US Equity & Quantitative Strategy, Bank of America

The Big Picture

She also leads the firm’s environmental, social and governance research. He helps to oversee DoubleLine’s investment management committee implementing policies & processes, He is a member of DoubleLine’s executive management and fixed income asset allocation committee. His podcast is “ The Sherman Show.”

Banking 173
article thumbnail

10 Tuesday AM Reads

The Big Picture

Wall Street Journal ) • Where Johnny Cash Came From : The Man in Black grew up in Dyess, Arkansas, in a community of poor farmers working government land. National Endowment for the Humantiies ) Be sure to check out our Masters in Business this week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital. I became one.

article thumbnail

Market Extra: Government bonds held at banks may be so-called ‘toxic asset’ of next financial crisis, fund manager says

MarketWatch

banks, one in which government bonds would be the “toxic asset” at the center of it all.That’s one of two scenarios being entertained by European global investment manager Eric Sturdza Investments, which managed $1.3 billion across eight funds as of January. The flip-side scenario is that the U.S. All three major U.S.

article thumbnail

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe.

article thumbnail

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well. We call them the 3Gs: durable growth, sound governance and scalable go-to market strategies. Wed, 09/20/2017 - 16:43.