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.

Concentration 52

Concentration Investments Benchmarking CFO 52

Barry Ritholtz

SEPTEMBER 3, 2024

I think actually if you go public, there tends to be a more of a concentration in owners holding founder 00:17:41 [Speaker Changed] Stock. 00:23:35 [Speaker Changed] I mean very concentrated portfolios and long-term perspective. 00:23:48 [Speaker Changed] So, so when you say concentrated, how concentrated is concentrated?

Investments 59

Investments Valuation Concentration Marketing 59

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. What did you do to entertain them? RITHOLTZ: Right. It was impacting natural resources. RITHOLTZ: Right.

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Investments Marketing Profit and Loss Banking 119

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.

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

AUGUST 16, 2022

RITHOLTZ: And last question about the various teams, does everybody have a different benchmark? TROPIN: I mean, you know, there were equity hedge funds that were pretty levered, that had pretty highly concentrated, you know, growth bets, and a lot of technology companies and so on. How do you track performance? TROPIN: Yeah.

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Profit and Loss Foreign Exchange Valuation Marketing 122

Barry Ritholtz

MARCH 7, 2023

The hedge fund industry, generally, is outperforming their benchmarks. Tell us what you did to stay entertained during the lockdown and afterwards. RITHOLTZ: I’m glad you brought that up because if you look at hedge fund performance before the financial crisis, there’s a lot of alpha generators. What were you streaming?

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Barry Ritholtz

FEBRUARY 6, 2024

Its index and its benchmark. Whereas the ETF is designed to be a more straightforward s and p 500 US only equity strategy 00:29:26 [Speaker Changed] And it’s concentrated 35 large cap stocks. I think right now, just in a market cap sense, market concentration, there are a lot more growth stocks. a year, way over both.

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Valuation Investments Finance Math 52