2008 Legal Mutual Funds 
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.
The Big Picture
OCTOBER 24, 2022
But the career paths from there were either kind of the PhD route, or the legal routes. 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 it was interesting work.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Motley Fool
APRIL 17, 2024
Then I was back and 2008, I helped start Motley Fool Asset Management, small team. Bill Barker: I think that the training in the law and legal rating where you have to have support for every fact, you have to have a citation for every argument. But of course, I learned about index funds. Index funds beat mutual funds.
The Big Picture
FEBRUARY 6, 2024
He also helped run some of their mutual funds and helped put together their first ETF, and he has really quite an astonishing track record. The Quality fund mutual fund that GMO runs that symbol G-Q-E-T-X, it’s just crushed it over the past decade. a year, way over both. Really fascinating guy. No minimum.
The Big Picture
MAY 9, 2023
And then I moved back to London at the end of 2008, which was a really interesting pivot. At the end of 2008, we owned a lot of illiquid assets. And there was a problem with 168 of them at the end of 2008. It was the year I made partner, actually, in 2008. I did that for a couple of years. RITHOLTZ: Good timing, yes.
The Motley Fool
MAY 28, 2024
They've generally established themselves with law, legal status. Indeed it goes against most of how Wall Street operates and what mutual funds do, which is they constantly rebalance a lot of index funds rebalanced every quarter. Recently diving back into Evernote where I have parked every note that I've taken since 2008.
The Motley Fool
JUNE 10, 2024
Andy Cross: David, ETFs, mutual funds, they operate by very strict rules on how they allocate their capital. In this case, for actively managed funds that are rebalancing every quarter, which as you mentioned, at the end of the quarter, beginning next quarter, they do selling and buying to match up the stocks and the positions.
Expert insights. Personalized for you.
69 
Let's personalize your content