The Big Picture

AUGUST 20, 2024

The opportunities to trade derivatives and be involved in the hedge fund space was something that really had not emerged, at least for me in New York until Canyon Partners provided that opportunity. But if you look at, when I sold my software company in the late 1990s, we had this huge disconnect where I’m a value investor.

Asset Management 69

Asset Management Assets Mutual Funds Bidding 69

The Big Picture

OCTOBER 24, 2022

But the career paths from there were either kind of the PhD route, or the legal routes. NORTON: So we have that embedded in our mutual funds as well. How do you think about private equity, venture capital or even hedge funds? In terms of kind of what this means for active and passive, I think there’s a lot to that.

Mutual Funds 52

Mutual Funds Assets Taxes Consulting 52

The Big Picture

AUGUST 29, 2022

BALCHUNAS: … where you had to call pensions and tried to pitch them on hedge funds …. RITHOLTZ: … most of (inaudible) — Warren is an honest steward of active investing. BALCHUNAS: … just put an index fund, you’ll be — you’ll do better than almost all the pros anyway. RITHOLTZ: … five-bp fund.

Mutual Funds 69

Mutual Funds Funds Assets Asset Management 69

Pension Pulse

MAY 24, 2023

There’s probably more volatility on tap for stock markets, Graham said, adding he’s “cautiously optimistic” about what lies ahead for the fund this year as certain sectors in some parts of the world appear ready to soar. Other categories affecting our total cost profile include taxes and expenses associated with various forms of leverage.

Investing 52

Investing Stakes Pension Funds Assets 52