Pension Pulse

MAY 19, 2023

Even those who are active investors reflect sentiment at depressed levels. It is owned by huge asset managers and this is the type of stock I love, one that does well over the long run. Some are large asset managers that specialize in factor investing.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

The Big Picture

OCTOBER 24, 2022

RITHOLTZ: So how do you find your way from economist to analyst to asset manager? RITHOLTZ: What was that experience like beginning in asset management in the aisle of hurricane? NORTON: I’ve read that investors are really marked by the environment in which they kind of come of age. That’s right.

Mutual Funds 52

Mutual Funds Assets Taxes Consultants 52

The Big Picture

AUGUST 29, 2022

Here’s the thing that I feel for the rest of the world is that the structure of a publicly-traded asset manager is such that you are — you — your …. BALCHUNAS: Yeah, Bogle wasn’t necessarily against high cost or active. It was a thesis about, you know, how the asset management industry should be better stewards.

Mutual Funds 69

Mutual Funds Funds Assets Asset Management 69

The Big Picture

DECEMBER 28, 2022

RITHOLTZ: So given how successful the mutualization was, why didn’t any other asset managers copy the structure? ELLIS: — to get more and more and more important as he got deeper into Vanguard. Those two phenomena show up over and over and over again. I start a business to make a profit. RITHOLTZ: Okay.

Mutual Funds 75

Mutual Funds Consultants Consulting Funds 75

Pension Pulse

MAY 24, 2023

For an active investor, that provides opportunities,” Graham said, referencing CPP Investments’ approach of combing the globe and often making direct investments in a wide range of assets, from airports to toll roads and energy utilities to malls. Real Assets Agreed to acquire an additional 29.5%

Investing 52

Investing Stakes Pension Funds Assets 52

The Motley Fool

FEBRUARY 12, 2025

By leveraging our best-in-class servicing platform, they can focus on what they do best and whether that's asset management, retail originations or banking, they're growing faster than the industry overall, which is driving our joint growth. So we still are going to be active investors in kind of repurchasing stock.

Leveraging 130

Leveraging Assets Portfolios Banks 130

The Big Picture

FEBRUARY 17, 2025

It’s because of these biases that we have inefficiencies in the market that we can then exploit as active investors. So it’s just interesting to think about, again, as an investor, how do you handicap your own biases? So if the markets were perfectly rational, arguably there’d be no opportunities.

Investing 59

Investing Funds Financing Finance 59

The Big Picture

MARCH 21, 2023

We’re active investors. Last week, actually, I interviewed Maria Vassalou from Goldman Sachs Asset Management, who pointed out that within the small-cap effect really is a micro-cap effect. RITHOLTZ: Right. ASNESS: But what we all want, which we’ll never get, is a world where there are opportunities.

Hedge Funds 69

Hedge Funds Financing Finance Funds 69

The Motley Fool

AUGUST 8, 2024

We held Walker & Dunlop's annual summer conference in Sun Valley, Idaho two weeks ago with some of the largest and most active investors in commercial real estate. The sentiment at the conference was that after two years of rising interest rates and limited investment activity, it is time to get active again.

Assets 130

Assets Financing Finance Debt 130