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Focus on Why! Investors today when they do their due diligence appear to me to put a lot of emphasis on the quantitative side in their initial screening of a manager. The problem is, that they often overlook what is behind the numbers…namely people! And managers often fail to appreciate that what they need to…Read More
“The reason that we in the business is because we strongly believe that there is a need for investors to have this offset capability.” We’re back with the second part of our conversation with the Head of Research at Rho Asset Management. In this episode we discuss the details of Managing Equity Curves, Trade Length in…Read More
“You have to be an optimist in this business to survive, you have to bring an original point of view, why you want to do it in a certain way and you need to be able to explain to people in a way that makes sense to them why you are doing what you are…Read More
“Why is what you’re doing going to continue into the future similar to what you’re showing me that you’ve done in the past?” In this episode we continue our conversation with the founder and CEO of Brandywine Asset Management and discuss the aspects of what makes his rule based asset management style so successful. This…Read More
“They were asking…How do we achieve the most optimal performance? And they got that. But the question that they should have been asking was…How do I get the most predictable performance? – Nothing else matters.”Read More
“Research and implementation are, by far, the core of our business.”Read More
“It’s not about how much money you manage in this business, it’s about the quality. Can you deliver returns for your investors? If the quality is not there, the quantity will never come.”Read More