Remove Benchmarking Remove Concentration Remove Math Remove Valuation
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Transcript: Tom Hancock, GMO

Barry Ritholtz

Its index and its benchmark. I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. The Quality fund mutual fund that GMO runs that symbol G-Q-E-T-X, it’s just crushed it over the past decade. In 2000, right.

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Transcript: Ted Seides

Barry Ritholtz

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.

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Transcript: Joel Tillinghast, Fidelity

Barry Ritholtz

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. And I was a math nerd as a kid. You’re 34th, you’re retiring after 34 years and you trounce what’s really the more appropriate benchmark, I would assume the Russell 2000.