Remove Benchmarking Remove Concentration Remove Retail
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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

Barry Ritholtz

Their focus is on generating alpha with high conviction concentrated portfolios. There aren’t many people who have this sort of perspective and perch to see the world of investing from both an institutional and insurance based perspective and a long, long-term retail investment perspective. What does concentrated mean to you?

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Transcript: Erik Hirsch, Hamilton Lane

The Big Picture

Today our public equity markets have never been more concentrated. And I think when you sort of see that occurring in combination with the fact that more and more investors have moved to a passive public equity mindset, it means that you’re ending up with these oddly concentrated portfolios in a small number of stocks.

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Trending Sources

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January Sees 467,000 New Jobs, Stable Unemployment Rate

CFO News Room

Growth in employment continued in leisure and hospitality, professional and business services, retail trade, and transportation and warehousing. Survey data have been revised as a result of an annual benchmarking process and the updating of seasonal adjustment factors. hour to 33.9 Biggest Job Gains by Industry. Changes to the Data.

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MiB: Tom Hancock, GMO Focused Equity

Barry Ritholtz

annually, significantly outperforming its benchmark (its minimum is 5 million). ” GMO, which is primarily an institutional fund, decided to make an ETF available to retail investors for the first time since its 1977 inception. .” The active ETF charges 50 bps.

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Live Jewelry Auctions To Return, But Online Sales Will Persist

PYMNTS

Sotheby’s held only online jewelry auctions during the lockdowns, which “set new benchmarks” for such sales, the auction house said, per a report in a trade publication. Now we’re going to take a smaller storefront and concentrate more online. The first live event is set for this week. Part of that is due to the lack of foot traffic.

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10 Tuesday AM Reads

Barry Ritholtz

Institutional Investor ) • Retail Group Retracts Startling Claim About ‘Organized’ Shoplifting : The National Retail Federation had said that nearly half of the industry’s $94.5 billion in missing merchandise in 2021 was the result of organized theft. It was likely closer to 5 percent. ( It was likely closer to 5 percent. (

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How to mitigate insolvency risk

Future CFO

Shorten your supply chains and avoid concentration in one geographic region. Review the credit terms you extend to customers and suppliers, and benchmark your trade terms against the rest of your industry. Think of the retail shift to online when Covid-19 shut down bricks and mortar establishments overnight.