Asset Management Mutual Funds Public Companies 
The Motley Fool
AUGUST 8, 2023
Exchange-traded funds offer a number of advantages, such as instant diversification or concentration with the click of a button. For investors who may not have the time to research individual companies, can't stomach a volatile market, or who simply want to complement their existing investment strategy, ETFs can be a smart place to turn.
The Big Picture
JANUARY 24, 2024
On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes. Full transcript below. ~~~ About this week’s guest: Ari Rosenbaum serves as the Director of Private Wealth Solutions at O’Shaughnessy Asset Management , now part of investing giant Franklin Templeton. Equity returns.
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Pension Pulse
MAY 17, 2024
among technology exits Michael Burry’s Scion Asset Management LLC exited positions in Oracle Corp. of its assets. IR professionals, corporate governance professionals, public company C-suites and boardrooms: this is your opportunity to support 13F modernization.’ Two Sigma Advisers LP tacked on Walmart Inc.
The Motley Fool
OCTOBER 11, 2024
Our business tends to be seasonally strongest in the fourth quarter and we maintain line of sight into a broad, global opportunity set of new asset management and technology mandates that should fuel organic growth. asset manager selected Aladdin to unify its investment management technology platform across public market asset classes.
Investment Writing
NOVEMBER 20, 2024
Use the Oracle of Omaha When I push for plain language, sometimes my asset manager clients say they’re worried they’ll be seen as “dumb.” That should be intuitive: Everybody is bombarded with content; and they skim or skip pieces that run long, as the mutual fund prospectus research in the next section suggests.
The Big Picture
OCTOBER 31, 2023
At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. Just really a fascinating history from, from a private company to a public company back to a, a partnership. For, for hedge fund or for, 00:06:29 [Speaker Changed] So that was actually Montgomery Asset Management.
The Big Picture
SEPTEMBER 3, 2024
All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. I wish more mutual funds and ETFs showed that data. Kind of unique.
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