Benchmarking Concentration Education 
Barry Ritholtz
APRIL 29, 2025
Their focus is on generating alpha with high conviction concentrated portfolios. And you know, we’re a, we’re a concentrated manager. We take, we take large positions in, in, in concentrated portfolios, and we’re really striving to be that high alpha equity manager for, for pension plans and for wealth allocators.
CFO News Room
FEBRUARY 6, 2022
The biggest job gains for January 2022 were concentrated in these industries: leisure and hospitality (+151,000 jobs), professional and business services (+86,000 jobs), retail trade (+61,000), transportation and warehousing (+54,000 jobs), local government education (+29,000), health care (+18,000), and wholesale trade (+16,000).
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Future CFO
AUGUST 14, 2023
The advisory firm noted that it surveyed 249 senior enterprise risk executives in May 2023 to provide leaders with a benchmarked view of 20 emerging risks for enterprises. In addiiton, using outputs from these tools could well end up inadvertently infringing the intellectual property rights of others who have used it.
Musings on Markets
AUGUST 15, 2023
Arbitrage pricing : Arbitrage refers to the possibility that you can create risk-free positions by combining holdings in different securities, and the benchmark used to judge whether these positions are value-creating becomes the risk-free rate.
Barry Ritholtz
SEPTEMBER 12, 2022
And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors. And so, it’s a little bit of an educational process, but …. RITHOLTZ: Sure. RITHOLTZ: Right. RITHOLTZ: Right.
Barry Ritholtz
AUGUST 15, 2023
SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.
CFO News Room
NOVEMBER 28, 2022
Furthermore, many of these clients might be saving for children’s education (or still have student loans themselves!), Another area where advisor expertise can add value for clients is in the decision-making process surrounding employee stock options or an otherwise concentrated stock position.
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