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. RITHOLTZ: So these are stocks, bonds, ETFs, mutual funds? And he found it in the mutual fund space.

Mutual Funds 52

Mutual Funds Assets Taxes Portfolios 52

Pension Pulse

MAY 19, 2023

Even those who are active investors reflect sentiment at depressed levels. Remember this data is lagged by 45-days so it's not representative of what they hold now and many top hedge funds are going to get clobbered when the financial storm hits their portfolio.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

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: … where you had to call pensions and tried to pitch them on hedge funds ….

Mutual Funds 67

Mutual Funds Funds Assets Asset Management 67

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 67

Asset Management Assets Mutual Funds Taxes 67