The Big Picture

FEBRUARY 23, 2024

 This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.

Management 196

Management Investing Investments Wealth Management 196

Abnormal Returns

DECEMBER 1, 2023

ritholtz.com) Andrew Stotz talks with Larry Swedroe why a great company does not always make a great investment. myworstinvestmentever.com) Justin Carboneau and Jack Forehand talk with Joel Tillinghast the long-tenured portfolio manager of the Fidelity Low-Priced Stock Fund.

Investing 261

Investing Investments Portfolio Management Management 261

The Big Picture

OCTOBER 22, 2022

This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management.

Management 225

Management Investing Investments Portfolio Management 225

Brown Advisory

FEBRUARY 23, 2022

Flexible Equity Strategy: Portfolio Manager Maneesh Bajaj Discusses His Investment Approach. The strategy has a flexible approach to investing, that is why we have flexible in our name. We like to refer to our investment approach as having a “value philosophy”, which is distinct from a “value style” of investing.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Wealth Management

MAY 15, 2024

Often the most accessible investment choices deliver the best returns, according to portfolio managers.

Portfolio 119

Portfolio Management Portfolio Management Investing 119

Abnormal Returns

SEPTEMBER 26, 2023

Portfolio management Fund investors prefer managers who stick to their knitting. papers.ssrn.com) Why portfolio managers invest more research into short positions. papers.ssrn.com) Research The structure of the stock market has changed a lot over time, but the results are still largely the same.

Portfolio Management 257

Portfolio Management Portfolio Management Assets 257

Abnormal Returns

OCTOBER 10, 2023

AI AI investment models can't explain how they do what they do. msn.com) How JP Morgan Asset Management is rolling out AI tools for its analysts and PMs. libertystreeteconomics.newyorkfed.org) Portfolio managers Why portfolio managers get fired. wsj.com) Global investing Do more honest countries outperform?

Portfolio Management 263

Portfolio Management Startup Portfolio Management 263

Pragmatic Capitalism

SEPTEMBER 19, 2022

I joined Dr. Daniel Crosby on the Standard Deviations podcast for a wide ranging discussion about portfolio management and navigating the conspiracy theories of the financial markets. This one’s short [ … ]

Investing 177

Investing Investments Portfolio Management Financial Market 177

Abnormal Returns

OCTOBER 11, 2024

(morningstar.com) Jack Forehand and Matt Zeigler talk with Michael Mauboussin about nine key, timeless investing lessons. youtube.com) Michael Batnick and Ben Carlson talk with Ted Seides author of "Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals."

Math 271

Math Portfolio Management Management Portfolio 271

The Big Picture

NOVEMBER 15, 2024

He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. Corey is an active researcher and his work has been published in the Journal of Indexing and the Journal of Alternative Investments. He is also the host of the popular quantitative investing podcast Flirting with Models.

Portfolio Management 201

Portfolio Management Economics Portfolio Assets 201

Abnormal Returns

APRIL 16, 2024

Asset allocaiton Is regret a better measure to target for portfolio allocations? papers.ssrn.com) Research Is sector-neutrality a mistake in factor investing? blogs.cfainstitute.org) Some evidence that it is possible to measure portfolio manager decision making. insights.finominal.com) Global macro hedge funds are mid.

Asset Allocation 274

Asset Allocation Portfolio Management Portfolio Assets 274

The Big Picture

OCTOBER 18, 2024

This week, we speak with Brian Higgins , co-founder, managing partner and co-portfolio manager of King Street. Higgins focuses on handling distressed securities, real estate investments and credit.

Portfolio Management 157

Portfolio Management Management Portfolio Investing 157

Trade Brains

SEPTEMBER 16, 2023

How To Diversify Your Investment Portfolio : “Don’t put all the eggs in one basket” is a piece of standard investment advice most of us have received if we are investing in the stock market. Yes, it is all about the diversification of investments. The major purpose of diversifying investments is to reduce losses.

Portfolio 69

Portfolio Investing Investments Assets 69

Abnormal Returns

DECEMBER 12, 2023

(investmentecosystem.com) The dispersion in private equity portfolio returns is not unexpected. riabiz.com) Fund management Diseconomies of scale in fund management are real. alphaarchitect.com) Why portfolio managers shift styles. elmwealth.com) The case against the lifecycle model of investing.

Portfolio Management 262

Portfolio Management Retail Assets Portfolio 262

Abnormal Returns

SEPTEMBER 3, 2023

Top clicks this week How (and where) to hold cash in your portfolio. morningstar.com) Do you need commodities in your portfolio? theverge.com) The story of a portfolio manager holding onto Credit Suisse stock too long. mr-stingy.com) 15 lessons learned from the quantitative investment research business.

Portfolio Management 275

Portfolio Management Retirement Portfolio Management 275

Wealth Management

DECEMBER 6, 2023

Celso Munoz, portfolio manager at Fidelity Investments, shares a comprehensive approach to enhancing risk-adjusted returns in the dynamic world of fixed income investments.

Investing 111

Investing Investments Portfolio Management Portfolio 111

Abnormal Returns

DECEMBER 5, 2023

Active management Active investing has a tax problem. alphaarchitect.com) Why the active management space may be bigger than currently measured. papers.ssrn.com) Replication Managed futures strategies are ripe for replication. bloomberg.com) Research Passive investing is making markets less efficient, but.

Portfolio Management 275

Portfolio Management Assets Taxes Management 275

Wealth Management

DECEMBER 5, 2023

Insights from Nidhi Gupta, portfolio manager at Fidelity Investments, on identifying attractively valued stocks, leveraging global research, and navigating market environments for long-term portfolio growth.

Investing 105

Investing Investments Portfolio Management Portfolio 105

Pragmatic Capitalism

SEPTEMBER 7, 2022

I joined Dr. Daniel Crosby on the Standard Deviations podcast for a wide ranging discussion about portfolio management and navigating the conspiracy theories of the financial markets. This one’s short [ … ].

Investing 131

Investing Investments Portfolio Management Financial Market 131

A Wealth of Common Sense

DECEMBER 25, 2023

Today’s Talk Your Book is brought to you by Polen Capital: We are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss investing outside the US.

Investing 95

Investing Investments Portfolio Management Valuation 95

The Irrelevant Investor

AUGUST 6, 2023

Today’s Talk Your Book is brought to you by AKRE Capital Management: We had John Neff, Partner and Portfolio Manager of AKRE Capital Management on to discuss their best-ideas Focus Fund. The post Talk Your Book: Compounding with Concentrated Portfolios appeared first on The Irrelevant Investor.

Portfolio 79

Portfolio Portfolio Management Management Investing 79

A Wealth of Common Sense

AUGUST 7, 2023

Today’s Talk Your Book is brought to you by AKRE Capital Management: We had John Neff, Partner and Portfolio Manager of AKRE Capital Management on to discuss their best-ideas Focus Fund.

Portfolio 79

Portfolio Portfolio Management Management Investing 79

The Irrelevant Investor

FEBRUARY 25, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF. The post Talk Your Book: Investing for Income appeared first on The Irrelevant Investor.

Asset Allocation 72

Asset Allocation Investing Investments Portfolio Management 72

Abnormal Returns

JUNE 30, 2023

genuineimpact.substack.com) Companies Matt Reustle talks with Tom Walsh, a portfolio manager at Baillie Gifford, about ASML Holdings ($ASML). conversationswithtyler.com) Howard Lindzon talks with Doug Hecht, the CEO and Co-founder of Walla, a modern studio management platform. Audio YouTube will soon allow automatic dubbing.

Portfolio Management 246

Portfolio Management Portfolio Management Retirement 246

Advisor Perspectives

MAY 6, 2024

Behavioral traits and cognitive biases are anathemas to portfolio management as they impair our ability to remain emotionally disconnected from our money. As history all too clearly shows, investors always do the “opposite” of what they should when it comes to investing their own money.

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Portfolio Portfolio Management Management Investing 52

Abnormal Returns

MARCH 1, 2024

(wired.com) Finance Joe Weisenthal and Tracy Alloway talks multi-strategy hedge funds with Krishna Kumar, a portfolio manager at Goose Hollow Capital Management. joincolossus.com) Barry Ritholtz talks concentrated portfolios with Andrew Slimmon, managing director at Morgan Stanley Investment Management.

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Portfolio Management Portfolio Management Investing 273

Nerd's Eye View

AUGUST 8, 2023

What's unique about Lori, though, is how through her multi-decade career, she has built a deep expertise in the investment intricacies and complex issues faced by small-to-mid-sized institutions and ultra-high-net-worth-families with $10s of millions of dollars each, and has built an RIA that focuses on that serious investing expertise as a differentiator. (..)

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Investing Investments Financial Advisor Compensation Planning 220

WiserAdvisor

JANUARY 3, 2024

But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement. Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. As your investments grow over time, you will not owe any taxes when you withdraw the funds in retirement.

Retirement 52

Retirement Portfolio Investing Investments 52

Advisor Perspectives

MAY 1, 2024

Much like the NFL draft, portfolio managers undergo rigorous evaluations. Their track record, investment process, and stock selection process are considered. Additionally, qualitative assessments, including manager interviews and onsite visits, offer insights into their character and decision-making prowess.

Portfolio 52

Portfolio Portfolio Management Investing Investments 52

The Reformed Broker

NOVEMBER 25, 2022

Especially if we’re referring to the past performance of a particular investment strategy, portfolio manager, mutual fund or individual stock. Past performance is not a guarantee of future results. Of course it isn’t. Things change. But past performance of asset classes should be well understood.

Portfolio Management 258

Portfolio Management Portfolio Assets Management 258

Abnormal Returns

JULY 12, 2024

(open.spotify.com) Finance Meb Faber talks trend following with Jerry Parker, portfolio manager of the Cambria Chesapeake Pure Trend ETF ($MFUT) ETF. epsilontheory.com) Joe Weisenthal and Tracy Alloway talk thematic investing with James van Geelen, founder of Citrini Research.

Portfolio Management 263

Portfolio Management Economics Management Portfolio 263

A Wealth of Common Sense

FEBRUARY 20, 2023

Today’s Talk Your Book is brought to you by Jensen Investment Management: We had Kevin Walkush, Portfolio Manager at Jensen Investment Management on the show to discuss investing in quality businesses.

Investing 93

Investing Investments Portfolio Management Portfolio 93

Abnormal Returns

MAY 10, 2024

(freakonomics.com) Finance Barry Ritholtz talks with Jim O'Shaughnessy about his investing career, VC and the potential of AI. mebfaber.com) Eric Golden talk with Nir Kaissar, founder and portfolio manager at Unison Advisors, about the state of markets.

Portfolio Management 275

Portfolio Management Portfolio Management Investing 275

The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. For most of the last century, investing was a lot more art than science.

Investing 157

Investing Investments Portfolio Valuation 157

Validea

SEPTEMBER 16, 2022

In our latest episode of Show Us Your Portfolio we speak with 42 Macro founder Darius Dale. We discuss his systematic macro process and how he applies it to managing his personal portfolio. The post Show Us Your Portfolio: Darius Dale appeared first on Validea's Guru Investor Blog. Listen on Apple. Listen on Apple.

Portfolio 59

Portfolio Portfolio Management Valuation Management 59

Abnormal Returns

JUNE 16, 2023

(theinvestorspodcast.com) Corey Hoffstein talks with Michele Aghassi, principal at AQR Capital Management, about portfolio optimization and factor investing. podcasts.apple.com) Finance Meb Faber talks technology and AI with Dan Niles who is the Founder and Portfolio Manager of the Satori Fund.

Portfolio Management 245

Portfolio Management Portfolio Management Investing 245

The Big Picture

MARCH 1, 2024

He also serves as chairman of Magnetar’s investment committee and as a member of its management committee. Prior to joining Citadel, he focused on convertible securities, merger arbitrage and special situations portfolios at Koch Industries Inc. They manage $16.8

Portfolio Management 176

Portfolio Management Management Portfolio Investing 176