Barry Ritholtz

DECEMBER 19, 2023

They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. 00:08:35 [Speaker Changed] So, during my time at Millennium, as my appreciation for proper portfolio construction started to grow, I had heard that Citadel was a pioneer in, in this type of investing.

Healthcare 60

Healthcare Investments Construction Concentration 60

Barry Ritholtz

FEBRUARY 7, 2024

To find out more, I speak with Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. They had great numbers, not great enough. It’s gonna be tough for them.

Investments 112

Investments Valuation Construction Concentration 112

CFO News Room

NOVEMBER 28, 2022

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Luckily, advisors have a large number of ways to add value to their clients’ lives (more than 101 in fact!),

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Barry Ritholtz

OCTOBER 24, 2022

So there are a number of us heading in out of college into the BLS. NORTON: Within Morningstar Investment Management, we are very much high conviction investors probably — RITHOLTZ: Meaning concentrated portfolio? NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark.

Investments 52

Investments Valuation Benchmarking Marketing 52

CFO Talks

JUNE 2, 2022

But the lack of exchange control in Mauritius, the amount of expats and very successful businesses in Mauritius just means that you – not to say that there aren’t successful businesses in South Africa – but the concentration was quite high with the people you’re engaging with.

Auditing 52

Auditing Education Construction Investments 52

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO Talks

JUNE 2, 2022

But the lack of exchange control in Mauritius, the amount of expats and very successful businesses in Mauritius just means that you – not to say that there aren’t successful businesses in South Africa – but the concentration was quite high with the people you’re engaging with.

Auditing 40

Auditing Education Construction Investments 40

Barry Ritholtz

MARCH 7, 2023

How do you crunch the numbers on that, and where do you come out on small cap and value? So for someone like me, who started my career in academia and spent my research years thinking about portfolio construction, asset allocation, macro, asset pricing, and then I went into the hedge fund industry. So there’s a behavioral side.

Investments 63

Investments Marketing Economics Risk Management 63

Barry Ritholtz

DECEMBER 14, 2022

I was thinking any number of things and mostly that I didn’t really know what I wanted to be when I grew up, but I was not kind of at all informed by, you know, gender norms that people asked me a lot about now, in particular how do you know a woman, how did you think about ending up in this thing? MCCARTHY: Yeah, absolutely.

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Investments Construction Concentration 60

Barry Ritholtz

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. So you’re talking about an average of a large number. Less, 20, 30%? And — RITHOLTZ: What?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

CFO News Room

JANUARY 16, 2023

As the evidence has mounted that ESG, at least as constructed, failed to provide protection to companies and investors from the Russia fallout, there are a few in the ESG movement who have argued that the fix is to expand the definition and measurement of ESG to incorporate Russia-like risks. The Expansionists.

Investments 130

Investments Economics Concentration Construction 130

Barry Ritholtz

JULY 4, 2023

And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. WEINSTEIN: And there is also something too, as much as there has to be a respectful — number one, there has to be a respectful environment for everybody. And I realized I have his home number.

Investments 56

Investments Numbers Risk Management Concentration 56

CFO News Room

MARCH 28, 2022

As the evidence has mounted that ESG, at least as constructed, failed to provide protection to companies and investors from the Russia fallout, there are a few in the ESG movement who have argued that the fix is to expand the definition and measurement of ESG to incorporate Russia-like risks. The Expansionists.

Investments 130

Investments Economics Concentration Construction 130

Musings on Markets

MARCH 28, 2022

The Expansionists As the evidence has mounted that ESG, at least as constructed, failed to provide protection to companies and investors from the Russia fallout, there are a few in the ESG movement who have argued that the fix is to expand the definition and measurement of ESG to incorporate Russia-like risks.

Investments 113

Investments Economics Concentration Construction 113

Barry Ritholtz

JUNE 13, 2023

And that could be painful, because someone will have to take the pain, even if, unlike 2008, where the risk was concentrated on banks’ balance sheet, today is much more spread across, let’s say, asset managers. And so at times it’s effectively when the essential is at stake that people can react constructively.

Investments 56

Investments Banking Entertainment Valuation 56

Barry Ritholtz

MARCH 26, 2024

There’s Saunders is not spelled with a z There’s no numbers added to it. 00:31:56 [Speaker Changed] Not only that, but again, the fact that breath under the surface was con improving was 00:32:00 [Speaker Changed] Constructive. If 00:34:44 [Speaker Changed] You, so wait, gimme those numbers again.

Investments 56

Investments Marketing Concentration Economics 56

Barry Ritholtz

AUGUST 16, 2022

And if you’re able to do that in a diverse number of markets and asset classes, while managing risk in the markets that aren’t trending, you know, that’s in general how trend following works. And so that’s a really fertile, constructive environment for us to try and generate returns. TROPIN: Exactly.

Profit and Loss 115

Profit and Loss Foreign Exchange Valuation Investments 115

Corporate Finance Lab

MAY 12, 2022

In contrast to studies of the economy-wide effects, it is relatively easier (although still difficult) for firm-level studies to construct a counterfactual and compare firms subject to more short-termist pressures to firms subject to less or no short-termist pressures. The workshop is accredited by the OVB, IBJ and FSMA. AMINADAV and E.

Marketing 78

Marketing Economics Investments Concentration 78

Barry Ritholtz

FEBRUARY 12, 2024

And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. And we held it for, I don’t know, for a number of years. So we need 15, 20% cash flow type of type of numbers. We’re gonna have to get paid by the company.

Investments 111

Investments Marketing Numbers Entertainment 111

CFO News Room

NOVEMBER 5, 2022

We also have a number of articles on taxes and end-of-year planning: The importance for advisors of understanding current RMD rules to ensure their clients take the proper distributions (and avoid a 50% penalty in the process!). in 2023 and the annual deductible will decline by $7 to $226.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

CFO News Room

DECEMBER 8, 2022

Today, Florida Senator Marco Rubio invokes Clay as a model for constructing a US industrial policy to counter the economic rise of China. In a prescient response, another representative challenged Fish by warning that a tariff hike could lead to economic turmoil, including triggering a harmful turn in already-uneasy unemployment numbers.

Economics 130

Economics Education Planning Manufacturing 130

CFO News Room

DECEMBER 29, 2022

According to the National Conference of State Legislatures , “state control is more unified in either the blue or the red column than ever, and the number of divided state governments is lower than ever.” And they’re already tuned in to a cliché critical to commanding Congress: There’s power in numbers. .” • Seems a bit early.

Healthcare 130

Healthcare Economics Numbers Concentration 130