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Top Funds' Activity in Q4 2023

Pension Pulse

The option reporting in a 13F is almost uninterpretable, noted the financial-data expert Byrne Hobart in his blog last year, because the entries only show the total value controlled by the options—not their dates or strike prices. Below, have fun looking into the portfolios of the world's most famous money managers and other top funds.

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Top Funds' Activity in Q1 2023

Pension Pulse

Please remember to donate any amount under my picture on the top left-hand side of my blog via PayPal options. The blog is free but the information I provide is priceless. Here are some funds worth tracking closely. Below, are a few funds investors track closely. Microsoft remains the most valuable overall holding at $20.16

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A Discussion With HOOPP CEO Jeff Wendling on His Retirement and More

Pension Pulse

I got here and in those days, there was a HOOPP pension fund and HOOPP Investment Management Limited which ran the assets and they both had a CEO. And HOOPP in particular had room to perform even better than it had been. Once again, I thank Jeff for a wonderful discussion.

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Top Funds' Activity in Q2 2023

Pension Pulse

I must be the only schmuck who provides all you this information for free and it really irks me when I have to ask institutions and others here to remember to do the right thing and contribute to incentivize me to continue writing this blog. Here are some funds worth tracking closely. Below, are a few funds investors track closely.

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Keep your clients far away from ESG investing – it’s a rip-off!

Sara Grillo

For those of you who are new to my blog/podcast, my name is Sara. From a Wall Street Journal Article: The environmental, social, and governance funds’ average fee was 0.2% Thanks for reading our blog about the drawbacks of ESG investing. Pension funds, endowments, etc. large-cap stocks had a 0.14% fee on average.

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Transcript: Aswath Damodaran

The Big Picture

DAMODARAN: Or it could be some unique characteristic, pension funds pay no taxes. You have a blog. And you could probably get that dressing in small pieces if you want because when I do my YouTube videos and blog posts, you’re essentially seeing things that will show up as riffs in my class. RITHOLTZ: Right.

Education 117
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Transcript: Jeremy Siegel + Jeremy Schwartz

The Big Picture

I can’t begin to tell you what it’s like to sit in a room with the Jeremy’s, Professor Jeremy Siegel and I keep calling him Professor Jeremy Schwartz, but he’s just Jeremy Schwartz, chief investment officer of the $75 billion ETF and mutual fund company, WisdomTree. I am just a fan of both of these guys.