The Big Picture

JANUARY 12, 2024

 This week, we speak with Cathy Marcus , co-chief executive officer and global chief operating officer of PGIM Real Estate , which manages over $200 billion in assets. She became Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund.

Startup 298

Startup Portfolio Management Assets Valuation 298

Abnormal Returns

JUNE 15, 2023

Strategy Five common portfolio mistakes including 'portfolio sprawl.' theinformation.com) Is there an AI premium for startup valuations? msn.com) Fund management How restrictions on the use of ESG data in investing can backfire. investmentnews.com) Amplify ETFs is acquiring ETF Managers Group.

Financial Advising 244

Financial Advising Startup Valuation Economy 244

The Big Picture

FEBRUARY 7, 2024

To find out more, I speak with Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. Dividends come from earnings, and so those are sort of anchors to valuation.

Investing 296

Investing Investments Valuation Portfolio 296

Abnormal Returns

MAY 8, 2023

(financial-planning.com) The biz What variables matter when it comes to RIA valuation. citywire.com) Dynasty Financial Partners has formed Dynasty Investment Bank to provide services related to mergers and acquisitions in wealth management. sciencedaily.com) How tax-adjusting a portfolio works in practice.

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry.

Assets 173

Assets Management Portfolio Marketing 173

Abnormal Returns

JANUARY 20, 2023

(wsj.com) Don't let your portfolio be driven by strategist forecasts. variety.com) Finance How Morgan Stanley ($MS) outpaced Goldman Sachs ($GS) in wealth management. ft.com) Startups How unicorns are dealing with the decline in valuations. variety.com) Ad-supported streaming tiers have been slow to take off.

Investing 246

Investing Investments Startup Financial Advising 246

Validea

FEBRUARY 14, 2025

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.

Management 52

Management Portfolio Management Government Valuation 52

Abnormal Returns

JANUARY 3, 2023

capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. Markets How major asset classes performed in December 2022. The underlying companies are similar."

Startup 242

Startup Valuation Financial Advising Distribution 242

The Big Picture

OCTOBER 30, 2024

Full transcript below. ~~~ About this week’s guest: Meb Faber is co-Founder and CIO at Cambria Investment Management, as well as research firm Idea Farm. The firm manages numerous ETFs, including those that focus on shareholder yield and is approaching 3 billion in client assets.

Investing 147

Investing Investments Valuation Numbers 147

David Nelson

JANUARY 3, 2023

By David Nelson, CFA CMT All branches of the military use ORM or their own Operational Risk Management system. Investors need to do their own due diligence and perform a full ORM review of their portfolio and its ability to navigate the many challenges we face at the start of a new year. S&P 500 2 Years. 60-40 is reborn.

Risk Management 98

Risk Management Portfolio Management Valuation 98

Abnormal Returns

AUGUST 9, 2023

klementoninvesting.substack.com) Why are market cap weighted indices hard to beat for managers? axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. Strategy Every investment strategy has multiple 'points of failure.' vox.com) David Rubenstein on his Bitcoin regrets.

Financial Advising 238

Financial Advising Economy Valuation Consulting 238

The Big Picture

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. To help us unpack all of this and what it means for your portfolio, let’s bring in Matt Hogan. You’re a fund manager.

Investing 147

Investing Investments Assets Retail 147

The Big Picture

APRIL 24, 2023

Within the equity portion of your portfolios, they can provide some measure of diversification. But understanding when we are in a secular bull market might allow you better context to think about risk, and about how to manage your own behavior relative to turmoil. Note we have not even referencing the valuation debate.

Economics 299

Economics Marketing Marketing Portfolio 299

Dear Mr. Market

AUGUST 5, 2022

We’re currently seeing one of the largest disparities in valuations between growth and value stocks which in our opinion presents a very appealing opportunity for dividend seeking investors. On some quarters, where there may not be changes to any holdings within the portfolio, we may dive more in depth on a specific company or two.

Portfolio 101

Portfolio Risk Tolerance Valuation Investing 101

The Big Picture

MAY 17, 2024

We discuss what her valuation models are showing: “I think that where we are today is actually a reasonably healthy point for equities…I don’t worry as much about big cap companies that everybody is tracking and watching and monitoring.” Subramanian is on the advisory board of the UCLA Master of Financial Engineering program.

Banking 173

Banking Asset Allocation Portfolio Management Engineering 173

Validea

OCTOBER 28, 2024

In this episode, we dive into our conversations with Meb Faber, analyzing some of his most interesting takes on investing and wealth management.

Asset Allocation 52

Asset Allocation Assets Wealth Management Valuation 52

Validea

JANUARY 23, 2025

Rob discusses his thought-provoking article “50 Years of Innovation, Myth Making and Myth Busting,” written for the 50th anniversary of the Journal of Portfolio Management. His insights are particularly valuable for investors trying to navigate today’s complex market environment.

Investing 52

Investing Investments Valuation Portfolio Management 52

Trade Brains

OCTOBER 3, 2024

’s expansion, its potential future growth, and its sustainability, and whether the valuations are justified. Additionally, it caters to diverse consumer segments with its varied brand portfolio. Should you buy Trent despite having a high valuation? The post Should you buy Trent despite its high valuation?

Valuation 98

Valuation Retail Food Marketing 98

Truemind Capital

NOVEMBER 8, 2024

Looking closely at your portfolio allocation should be done at all times and not just when the market corrects. Originally posted on LinkedIn : www.linkedin.com/sumitduseja Truemind Capital is a SEBI Registered Investment Management & Personal Finance Advisory platform. Be prepared for crazy when the markets are calm.

Asset Allocation 64

Asset Allocation Marketing Marketing Valuation 64

Validea

MARCH 27, 2025

The Legend Behind the Strategy Peter Lynch may be the most successful mutual fund manager of all time. By using the PEG ratio, Lynch sought to identify stocks that were not only growing quickly but also trading at valuations that made sense relative to that growth. average annual return , nearly doubling the S&P 500s 15.8%

Investing 80

Investing Investments Banking Portfolio 80

Validea

DECEMBER 12, 2024

They explore several fascinating market insights, including: Why high bond yields don’t necessarily translate to high returns The dramatic outperformance of U.S.

Investing 52

Investing Investments Valuation Government 52

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. And I think you will also.

Assets 299

Assets Clients Investing Investments 299

Truemind Capital

JANUARY 10, 2025

I wonder what stories will be told when the portfolios will decline to such an extent for those who are not following a suitable asset allocation. They end up overexposing their portfolios to equity when the markets have become extremely expensive. In the past, markets have corrected by more than 50%, a usual occurrence every decade.

Marketing 52

Marketing Marketing Asset Allocation Portfolio 52

Validea

MARCH 20, 2025

Further Research Top Benjamin Graham Stocks Benjamin Graham Portfolio About Benjamin Graham The post Ten Top Benjamin Graham Stocks appeared first on Validea's Guru Investor Blog. BG BUNGE GLOBAL SA 100 $75.24 $10,080 9.3 3.6% -5.3% BZH BEAZER HOMES USA INC 100 $22.16 $691 5.6 CRI CARTER’S INC 100 $40.38 $1,454 7.9 7.9% -0.4%

Valuation 52

Valuation Debt Management Assets Investing 52

The Big Picture

SEPTEMBER 19, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, what can I say, I have yet another extra special guest, Albert Wenger, managing partner at Union Square Ventures. ALBERT WENGER, MANAGING DIRECTOR, UNION SQUARE VENTURES: Well, I fell in love with computers very early on when I was a young teenager. Why is that?

Valuation 305

Valuation Investing Investments Engineering 305

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

Validea

FEBRUARY 22, 2025

Drawing from decades of experience, Larry explains why market forecasts consistently fail, why valuations can’t be used for market timing, and how seemingly obvious economic events often lead to surprising market outcomes. In this episode, Larry Swedroe shares nine critical lessons that the markets taught investors in 2024.

Valuation 52

Valuation Economics Portfolio Investing 52

Validea

NOVEMBER 9, 2024

When investment managers post strong returns over one, three, or even five-year periods, they often see significant inflows of capital. This is where systematic, quantitative approaches often hold an advantage over discretionary management – they can more reliably maintain consistent execution over time.

Investing 52

Investing Investments Media Portfolio Management 52

Validea

MARCH 18, 2025

From the end of the “Great Moderation” era to practical insights about market timing and portfolio management, Liz Ann’s wisdom offers valuable perspective for investors of all levels.

Portfolio Management 52

Portfolio Management Valuation Portfolio Economy 52

Validea

JANUARY 4, 2025

Buffett looks for companies with strong, stable earnings growth, conservative financing, high returns on equity, and shareholder-friendly management. This strategy aims to emulate Buffett’s long-term, value-based approach to investing. Here are the top ten highest scoring stocks for January 2025.

Valuation 52

Valuation Investing Investments Numbers 52

The Big Picture

AUGUST 21, 2024

Full transcript below. ~~~ About this week’s guest: Professor Aswath Damodaran of NYU Stern School of Business is known as the Dean of Valuation. His newest book, “ The Corporate Life Cycle: Business Investment and Management Implications ” is out today. He has written numerous books on valuation and finance.

Startup 162

Startup Valuation Management Numbers 162

Dear Mr. Market

APRIL 2, 2025

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. Historically, this bracket has been dominated by the tech sector, but after years of outsized gains, big tech valuations are stretched.

Investing 62

Investing Investments Valuation Advertising 62

Abnormal Returns

SEPTEMBER 22, 2022

Markets Market valuations are a lot more attractive than they were a year ago. wsj.com) Fund management What are the most owned private companies in mutual fund portfolios? morningstar.com) Breaking down which assets are still ripe for active management. blog.validea.com) Visualizing U.S. interest rates since 2020.

Financial Advising 130

Financial Advising Media Valuation Assets 130

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 103

Investing Investments Portfolio Management Valuation 103

Abnormal Returns

JANUARY 18, 2023

(allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. washingtonpost.com) Finance Morgan Stanley ($MS) is besting Goldman Sachs ($GS) when it comes to wealth management. institutionalinvestor.com) Startup valuations trended down in the second half of 2022.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

A Wealth of Common Sense

AUGUST 14, 2023

Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss large Cap Strategies.

Portfolio Management 98

Portfolio Management Valuation Portfolio Investing 98

Validea

OCTOBER 19, 2022

Joel Greenblatt, former hedge fund manager, popular value investor and author described Graham’s Mr. Market concept like this: “One of the greatest stock market writers and thinkers, Benjamin Graham, put it this way. Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor.

Investing 128

Investing Investments Valuation Portfolio 128