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

Brown Advisory

FEBRUARY 23, 2022

Flexible Equity Strategy: Portfolio Manager Maneesh Bajaj Discusses His Investment Approach. Listen to our Flexible Equity Strategy's Portfolio Manager, Maneesh Bajaj, discuss his investment approach: Your browser does not support the audio element. Wed, 02/23/2022 - 10:38.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

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

libertystreeteconomics.newyorkfed.org) Portfolio managers Why portfolio managers get fired. alphaarchitect.com) Is there a relationship between manager attractiveness and fund performance? morningstar.com) The case for overlaying managed futures to an equity portfolio.

Portfolio Management 263

Portfolio Management Startup Portfolio Management 263

Abnormal Returns

APRIL 16, 2024

Asset allocaiton Is regret a better measure to target for portfolio allocations? blogs.cfainstitute.org) Some evidence that it is possible to measure portfolio manager decision making. blogs.cfainstitute.org) Why asset allocation is sensitive to goals and assumptions. insights.finominal.com) Global macro hedge funds are mid.

Asset Allocation 274

Asset Allocation Portfolio Management Portfolio Assets 274

Wealth Management

NOVEMBER 19, 2024

Called Auria, Advyzon's new technology will combine portfolio management, performance reporting, CRM and other tools.

Portfolio Management 103

Portfolio Management Clients Portfolio Management 103

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

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. humbledollar.com) Why are mortgage rates so high? The cracks are showing.

Portfolio Management 275

Portfolio Management Retirement Portfolio Management 275

Advisor Perspectives

NOVEMBER 14, 2024

US producer prices picked up in October, fueled in part by gains in portfolio management costs and other categories that feed into the Federal Reserve’s preferred inflation gauge.

Portfolio Management 98

Portfolio Management Portfolio Management 98

Wealth Management

NOVEMBER 1, 2024

In one case, the firm agreed to pay $45 million to settle charges that it didn’t disclose financial conflicts regarding a portfolio management program to clients.

Portfolio Management 115

Portfolio Management Portfolio Clients Management 115

The Irrelevant Investor

SEPTEMBER 19, 2022

On today’s show we discuss: Rick’s background and the beginnings of Fabric Risk How Fabric is approaching risk for advisors Looking at risk through the lens of an advisor/individual vs a portfolio manager Financial plan ma. The post Talk Your Book: Portfolio Premortem appeared first on The Irrelevant Investor.

Portfolio 82

Portfolio Portfolio Management Financial Planning Planning 82

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

A Wealth of Common Sense

SEPTEMBER 19, 2022

On today’s show we discuss: Rick’s background and the beginnings of Fabric Risk How Fabric is approaching risk for advisors Looking at risk through the lens of an advisor/individual vs a portfolio manager Financial plan ma.

Portfolio 89

Portfolio Portfolio Management Financial Planning Planning 89

The Big Picture

NOVEMBER 15, 2024

He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. All of our earlier podcasts on your favorite pod hosts can be found here. Be sure to check out our Masters in Business next week with Corey Hoffstein , CEO/CIO Newfound Research.

Portfolio Management 201

Portfolio Management Economics Portfolio Assets 201

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.

Portfolio 52

Portfolio Portfolio Management Management Investing 52

Abnormal Returns

OCTOBER 11, 2024

awealthofcommonsense.com) Corey Hoffstein talks with Farouk Jivraj, Portfolio Manager and Head of Alternative Risk Premia at Fidelity Investments’ Asset Management Solutions division. podcasts.apple.com) Barry Ritholtz talks with Vincent Aita, Founder and CIO of Cutter Capital Management.

Math 271

Math Portfolio Management Management Portfolio 271

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. mailchi.mp) Factors You have to squint really hard to find a small-cap effect.

Portfolio Management 262

Portfolio Management Retail Assets Portfolio 262

Abnormal Returns

AUGUST 14, 2023

humansvsretirement.com) Corey Hoffstein talks with Martin Tarlie, a Portfolio Manager at GMO, about bridging the gap between financial planning and portfolio management. riabiz.com) Should your client portfolios be even simpler? kitces.com) Advisers Altruist is putting in place a return to the office plan.

Portfolio Management 246

Portfolio Management Compliance Portfolio Financial Planning 246

The Big Picture

OCTOBER 18, 2024

This week, we speak with Brian Higgins , co-founder, managing partner and co-portfolio manager of King Street. He is chair of the Management Committee, Global Investment Committee, Real Estate Investment Committee, and is a member of the Risk Committee and Operating Committee.

Portfolio Management 157

Portfolio Management Management Portfolio Investing 157

Abnormal Returns

DECEMBER 5, 2023

hamiltonlane.com) Portfolio managers love to shift blame for underperforming assets. (bloomberg.com) Research Passive investing is making markets less efficient, but. morningstar.com) How much more expensive are large cap vs. small caps? papers.ssrn.com) How to best measure investor disagreement.

Portfolio Management 275

Portfolio Management Assets Taxes Management 275

The Irrelevant Investor

AUGUST 22, 2018

On this week's Animal Spirits, we discuss: Old-money billionaires are chasing new tech riches The stories war The shrinking public stock market "Not a public company" The Netflix of fitness Tech billionaire busted for drug trafficking Listen here Tweets mentioned [link] [link] [link] [link] Recommendations Rocket Men Walt Disney: An American Original (..)

Portfolio Management 52

Portfolio Management Portfolio Management Marketing 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.

Portfolio Management 273

Portfolio Management Portfolio Management Investing 273

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 30, 2023

genuineimpact.substack.com) Companies Matt Reustle talks with Tom Walsh, a portfolio manager at Baillie Gifford, about ASML Holdings ($ASML). trendfollowingradio.com) Corey Hoffstein talks trend and carry with Rob Croce, Senior Portfolio Manager at Newton Investment Management Group.

Portfolio Management 246

Portfolio Management Portfolio Management Retirement 246

Wealth Management

SEPTEMBER 5, 2024

Barry Gilbert, portfolio manager with the Carson Group, talks about why the firm is risk-on right now, why it prefers ETFs over mutual funds and what’s different about this market cycle.

Portfolio Management 126

Portfolio Management Portfolio Management Marketing 126

The Big Picture

OCTOBER 4, 2024

 This week, we speak with Vincent Aita, Founder and CIO of Cutter Capital Management. Prior to founding Cutter Capital in November 2022, Vincent spent time as a Senior Analyst for Millennium Partners and a Portfolio Manager at Citadel. He also received a Ph.D. in molecular genetics from Columbia University.

Investing 144

Investing Investments Pharmaceutical Portfolio Management 144

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. (infiniteloopspodcast.com) Khe Hy talks with Nat Eliason author of "Crypto Confidential: Winning and Losing Millions in the New Frontier of Finance."

Portfolio Management 263

Portfolio Management Economics Management Portfolio 263

Abnormal Returns

DECEMBER 6, 2022

papers.ssrn.com) How bad weather affects portfolio manager activity. (mrzepczynski.blogspot.com) How to measure, and use, 'tail betas.' caia.org) How much are investors willing to pay for ESG? papers.ssrn.com) How banks make money on leveraged loans. papers.ssrn.com) What explains the funding gap for Black-led startups.

Startup 246

Startup Portfolio Management Retirement Accounting 246

Abnormal Returns

MAY 10, 2024

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

Portfolio Management 275

Portfolio Management Portfolio Management Investing 275

Wealth Management

AUGUST 26, 2024

Javier Altimari, a former senior director and portfolio manager at Oppenheimer & Co., will be instrumental in building out Americana Partners International, the RIA’s new division serving international UHNW clients.

Management 110

Management Portfolio Management Portfolio Clients 110

A Wealth of Common Sense

SEPTEMBER 26, 2024

The Roth Man himself, Bill Sweet, joined me on the show this week to discuss questions about taxes in marriage, retirement withdrawal strategies, the tax implications of selling farmland and how to manage tax rates in early retirement.

Retirement 104

Retirement Planning Portfolio Management Taxes 104

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

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

Brown Advisory

SEPTEMBER 20, 2017

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. Q: Can you describe your investment process?

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

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. A: Our process consists of three steps: idea generation, due diligence and portfolio construction. Wed, 09/20/2017 - 16:43.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

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. Meaning Diversification of an investment portfolio refers to investing money into different asset classes like shares, bonds, mutual funds, etc.

Portfolio 69

Portfolio Investing Investments Assets 69