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Category: Public Equity

March 3, 2019
Thomas Russo - All About Berkshire Hathaway (EP.89)
Brought to you by: Essentia Analytics |  Tom Russo is the Managing Member of Gardner Russo & Gardner.  Tom and I sat down in Episode 16 to discuss his background and investment strategy in what was one of the most popular episodes on the show.  He oversees $13 billion in a global value strategy focused […]
January 13, 2019
Jean Hynes – Inside Wellington Management (EP.82)
 Jean Hynes is a Managing Partner at Wellington Management, where she one of three people responsible for the governance of Wellington’s storied partnership.  Jean also is the sector leader of the firm’s healthcare team that manages the Vanguard Healthcare Fund, three global healthcare hedge funds, and global healthcare sector portfolios. She joined Wellington after […]
June 9, 2018
Tom Lydon - ETF Trends (EP.56)
 Tom Lydon is one of the leading experts in the ETF and mutual fund industries. He is the founder and CEO of ETF Trends, a business he created in 2004 whose website, etftrends.com, is filled with news, analysis, and webcasts about the world of ETFs. Before creating ETF Trends, Tom ran a financial advisory […]
May 6, 2018
Paul Black - Gratitude, Fun, and Growth Stocks (EP.51)
 Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that he joined when it was a $200 million boutique in 1989.  With so much of the institutional world, including my own training, focused on value investing, I was pleasantly surprised to learn about a large, […]
March 11, 2018
Clare Flynn Levy and Cameron Hight - Moneyball for Managers (EP.43)
   Our exploration of the use of modern data analytics to enhance investment results continues this week with two of the leading providers of tools for portfolio managers. My guests on today’s show are Clare Flynn Levy and Cameron Hight, both former investment managers who became entrepreneurs seeking to improve outcomes for other managers. […]
March 4, 2018
Basil Qunibi - Moneyball for Allocators (EP.42)
   Increased sophistication in manager assessment is an important trend in the search for alpha. My conversations with Michael Mauboussin and Annie Duke suggested frameworks to think about enhanced decision-making processes and prompted a deeper dive into the ways allocators and managers can improve their craft. This week and next explores some of the […]
January 8, 2018
Michael Mauboussin - Active Challenges, Rational Decisions and Team Dynamics (EP.36)
  Michael Mauboussin currently is the Director of Research at BlueMountain Capital, a multi-billion dollar hedge fund and asset manager.  He spent the majority of his professional career thinking and writing about decision making, behavior and complex systems, with long stints at Credit Suisse and nearly a decade alongside Bill Miller at Legg Mason.  Michael […]
November 27, 2017
Paul Johnson and Paul Sonkin, The Perfect Investment (EP.32)
  Paul Sonkin and Paul Johnson are investors, professors, and co-authors of Pitch the Perfect Investment.  Paul Sonkin is an analyst and portfolio manager at GAMCO Investors and has researched small, micro, and nanocap companies for a quarter century. He taught for 16 years at Columbia Business School. Paul Johnson runs advisory firm Nicusa Investment […]
August 14, 2017
Richard Lawrence - Compounding in Asia (EP.21)
   Richard Lawrence is the Chairman and Executive Director of The Overlook Group, a $5 billion investment organization focused on Asian equities that Richard founded in 1991. Over the past quarter-century, Overlook developed and implemented a disciplined investment and business philosophy that drove extraordinary results for its partners. Overlook has compounded capital at an […]
July 10, 2017
Thomas Russo - Buy and Hold...and Then What (EP.16)
   Tom Russo is the Managing Member of Gardner Russo & Gardner, where he manages $11 billion in a long only, global value strategy. Tom buys the stock of global consumer businesses with great brands and holds them for a really long time. He looks for businesses with a capacity to reinvest free cash […]
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