Barry Ritholtz

SEPTEMBER 3, 2024

I think actually if you go public, there tends to be a more of a concentration in owners holding founder 00:17:41 [Speaker Changed] Stock. 00:23:35 [Speaker Changed] I mean very concentrated portfolios and long-term perspective. 00:23:48 [Speaker Changed] So, so when you say concentrated, how concentrated is concentrated?

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Barry Ritholtz

AUGUST 20, 2024

And the advice that he gave to David Einhorn about it that helped lead Einhorn to start really kicking the benchmark’s butt again for the past couple of years. And so it is important that at least you’re able to entertain that. It’s, it’s double concentrated risk. Peter is unbelievably brilliant, right?

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Barry Ritholtz

SEPTEMBER 12, 2022

And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors. What did you do to entertain them? RITHOLTZ: Right. It was impacting natural resources. RITHOLTZ: Right.

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Barry Ritholtz

AUGUST 15, 2023

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.

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Barry Ritholtz

OCTOBER 24, 2022

NORTON: Within Morningstar Investment Management, we are very much high conviction investors probably — RITHOLTZ: Meaning concentrated portfolio? NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark. And we’ve learned some hard lessons that way. NORTON: Okay.

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Barry Ritholtz

MARCH 7, 2023

The hedge fund industry, generally, is outperforming their benchmarks. Tell us what you did to stay entertained during the lockdown and afterwards. RITHOLTZ: I’m glad you brought that up because if you look at hedge fund performance before the financial crisis, there’s a lot of alpha generators. What were you streaming?

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Barry Ritholtz

FEBRUARY 6, 2024

Its index and its benchmark. Whereas the ETF is designed to be a more straightforward s and p 500 US only equity strategy 00:29:26 [Speaker Changed] And it’s concentrated 35 large cap stocks. I think right now, just in a market cap sense, market concentration, there are a lot more growth stocks. a year, way over both.

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