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. They’d be the biggest active mutual fund to shop times over. RITHOLTZ: It’s ….

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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. It was pretty grueling.

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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.

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The Big Picture

DECEMBER 28, 2022

The mutual fund business is all about sales and investing. And the way the mutual fund industry is set up, the administration of the funds and the management of the investments are two different creatures. That’s legally. Jim Reid (ph), he’s going to take responsibility for that. RITHOLTZ: Right.

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