The Big Picture

AUGUST 29, 2022

But I covered derivatives at first, and then I cover mutual funds. I worked for a (inaudible) called Fund Action and did that for a little while, and then went — I met a guy named Duff Ferguson at AllianceBernstein. BALCHUNAS: … I would say the financial crisis of 2008 is when they really kicked in. He was the P.R.

Mutual Funds 69

Mutual Funds Funds Assets Asset Management 69

The Big Picture

OCTOBER 24, 2022

And so there was a lot of need on the active mutual fund friends. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. And so I tossed my hat in the ring and moved over in October 15, 2008. But then we were still feeling our way.

Mutual Funds 52

Mutual Funds Assets Taxes Consultants 52

The Big Picture

AUGUST 20, 2024

00:20:33 And so in that period they ceased to be passive investors, they became active investors, and that became an opportunity for outperformance. And what that will allow me to do is have minimal trading costs, minimal tax costs, and avoid all the behavioral problems that comes with active management.

Asset Management 69

Asset Management Assets Mutual Funds Bidding 69

Pension Pulse

MAY 19, 2023

Even those who are active investors reflect sentiment at depressed levels. pic.twitter.com/J1EHKFFZpu — Mac10 (@SuburbanDrone) May 19, 2023 I mentioned below that Bear Stearns blew up the same weekend in 2008 that SVB did in 2023… The market then rallied after the initial bank panic was squashed.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52