Concentration Risk Management Valuation 
Global Finance
JUNE 9, 2025
Areas of concentration are determined in part by the lab’s “innovation radar,” a proprietary trend-indexing framework that systematically searches for potentially game-changing innovations. Formally established in 2018, the CTBC Data & AI R&D Center in Taiwan now employs more than 200 people.
Barry Ritholtz
APRIL 29, 2025
Their focus is on generating alpha with high conviction concentrated portfolios. We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity.
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Future CFO
MARCH 23, 2023
This applies particularly when liquidity is tightening sharply and when unrealised valuation losses on asset holdings could be realised if a deposit run forced banks to sell assets, the credit rating agency said. Support for smaller banks may be more variable, the firm noted. “If
Barry Ritholtz
AUGUST 16, 2022
If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. With no further ado, my interview of GCM’s Ken Tropin.
Barry Ritholtz
DECEMBER 19, 2023
It’s always interesting to speak to a fund manager in the midst of one of the craziest macro periods of the markets that we’ve seen and God knows how long, who doesn’t factor in macro events or the overall market because they’re market neutral and hedged. 00:22:29 [Speaker Changed] So less concentrated exposure.
Barry Ritholtz
DECEMBER 6, 2022
BERRUGA: We think it’s a great solution for clients that are looking for two things, either income or like a risk management tool to play the volatile environment that we have seen in the markets. You also have an S&P 500 Covered Call. Why covered calls? What does that create within the ETF? RITHOLTZ: Yeah.
Barry Ritholtz
AUGUST 15, 2023
What’s the valuation? So that comes out in position sizing and conviction and just making sure that you’re thinking about all the things that could go wrong if you’re taking a more concentrated position in something. RITHOLTZ: Right. So you had written, you spend 99% of the time assessing the merits of the deal.
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