Rommel Gavieta’s Post

📈 Active Fund Managers 📈 It’s interesting to see how opinion of “what works” is different from one fund manager to the next. Different styles of investing also need to be considered here - what is the main aim of the fund, and specific equity’s within the portfolio. Thank you Charles-Henry Monchau, CFA, CMT, CAIA for sharing this.

SUPER INVESTOR PORTFOLIO UPDATES - Q4 2023 📈by Brian Feroldi Every 90 days, portfolio managers must disclose their holdings to the SEC. Attached are the current top holdings of 10 incredibly successful investors: 1: Warren Buffett - Value Investor 2: Howard Marks - Value Investor 3: Seth Klarman - Value Investor 4: Terry Smith - Growth Investor 5: Mohnish Pabrai - Value Investor 6: Guy Spier - Value Investor 7: Tom Gayner - Value Investor 8: Mark Massey - Growth Investor 9: Francois Rochon - Value Investor 10: Dan Davidowitz - Growth Investor

Worth a review for 2 mins

Global technology stocks have seen one of their strongest runs in history. The Magnificent Seven stocks now constitute around 40% of the Nasdaq 100 and 30% of the S&P 500. US equity markets are becoming increasingly concentrated by mega-cap technology stocks. Join us to hear Barrow Hanley CEO, Cory Martin explain why despite investors recently experiencing one of the narrowest momentum-driven markets in financial history, sentiment has begun to turn toward value investing. Barrow Hanley Global (ASX: GLOB) remains one of Australia’s fastest growing Active ETFs. Register below.

You’re invited to attend a LIVE webinar with Cory Martin – chief executive of value investor Barrow Hanley Global Investors, part of Perpetual Group. https://lnkd.in/gcGd3U-m Tune in as Cory explains why, despite investors recently experiencing one of the narrowest momentum-driven markets in financial history, sentiment has begun to turn toward value investing once again. CPD accreditation applies. #barrowhanley #globalequities #perpetual #assetmanagement #investing

Continuing our meet the macro team series Ryan Sbarra, Portfolio Manager, explains how the team environment and collaboration at Wellington is crucial to his process. For Professional Investors Only. Capital at risk. Read our latest alternative insights: https://lnkd.in/gMRrJZY8

Reegan Rae, CPWA®, Co-CEO and Senior Investment Advisor at Arnerich Massena, Inc, reviews asset class performance returns for 2023 in this clip from the firm’s fourth quarter MarketCast, pointing out notable highlights. In the full MarketCast, she and Co-CEO and Chief Investment Officer Bryan Shipley, CFA, CAIA, look at the broader market environment, offering historical context and ideas for what we may see in the near future. Watch the full presentation at https://lnkd.in/gJCyEMAw #marketanalysis #marketcommentary

I really enjoyed the discussion with Niels Kaastrup-Larsen in episode 283 of the Systematic Investor Series where we discussed the power of geometric averages and why many Fund Managers find it hard to meet their benchmarks. #SurvivalHasPriorityOverPerformance https://lnkd.in/gadnVCdE

As an avid listener to the TTU podcast. This episode with Niels Kaastrup-Larsen & Richard Brennan stood out as a great discussion on why its hard for fund managers to meet their benchmark, why its important for fund managers to favor survivorship over returns, and how trend following has greater potential return than other investment strategies. Good job guys!

Continuing our meet the macro team series @Ryan Sbarra, Portfolio Manager, explains how the team environment and collaboration at Wellington is crucial to his process. For Professional Investors Only. Capital at risk. Read our latest alternative insights: https://lnkd.in/eyriZqAM