17 Burst results for "shaughnessy asset management"

"shaughnessy asset management" Discussed on Invest Like the Best

Invest Like the Best

02:22 min | 3 years ago

"shaughnessy asset management" Discussed on Invest Like the Best

"This podcast is sponsored by cfa institute the global association of investment professionals whose mission is to lead the investment profession by promoting the highest standards of ethics education and professional excellence for the ultimate benefit of society see if institute serves a global community of investment professionals working to build an investment industry were investors interest conversed financial markets function at their best and economies grow the chartered financial analyst credential is the most respected and recognized investment management designation in the world the views expressed in this podcast do not necessarily represent the views of cfa institute hello and welcome everyone i'm patrick shaughnessy and this is invest like the best this show is an open ended exploration of markets ideas methods stories and of strategies that will help you better invest both your time and your money you can learn more and stay uptodate at investor field guide dot com patrick o'shaughnessy is the ceo of shaughnessy asset management all opinions expressed by patrick and podcast guests are solely their own opinions and do not reflect the opinion of o'shaughnessy asset management this podcast is for informational purposes only and should not be relied upon as a basis for investment decisions clients of shaughnessy asset management may maintain positions in the securities discussed in this podcast i guess this week is michael reese chief data scientists for neuberger berman the topic of our conversation is the use of data in the investment process to help cultivate what is commonly referred to as an information edge i call the episode tim cook's dashboard because of an interesting question that might proposes if you arm the best apple analysts in the world with tim cokes private business dashboard telling him everything going on in the apple universe that day what might that be worth effectively michael's goal is to recreate the equivalent of a company dash for for many businesses helping analysts understand the fundamental health and direction of companies bit better than the market does and in so doing creating an actionable edge this is a daunting task and you will hear why it requires both a fundamental understanding of business and data statistics and methods like machine learning in our own work we found machine learning to be useless for predicting future stock prices but extremely useful for other things like extracting in classifying data this conversation can get walkie at times but as listeners know that is the best.

cfa institute patrick shaughnessy patrick o'shaughnessy ceo neuberger berman tim cook financial analyst shaughnessy patrick michael reese apple
"shaughnessy asset management" Discussed on Invest Like the Best

Invest Like the Best

02:22 min | 3 years ago

"shaughnessy asset management" Discussed on Invest Like the Best

"This podcast is sponsored by cfa institute the global association of investment professionals whose mission is to lead the investment profession by promoting the highest standards of ethics education and professional excellence for the ultimate benefit of society see if institute serves a global community of investment professionals working to build an investment industry were investors interest conversed financial markets function at their best and economies grow the chartered financial analyst credential is the most respected and recognized investment management designation in the world the views expressed in this podcast do not necessarily represent the views of cfa institute hello and welcome everyone i'm patrick shaughnessy and this is invest like the best this show is an open ended exploration of markets ideas methods stories and of strategies that will help you better invest both your time and your money you can learn more and stay uptodate at investor field guide dot com patrick o'shaughnessy is the ceo of shaughnessy asset management all opinions expressed by patrick and podcast guests are solely their own opinions and do not reflect the opinion of o'shaughnessy asset management this podcast is for informational purposes only and should not be relied upon as a basis for investment decisions clients of shaughnessy asset management may maintain positions in the securities discussed in this podcast i guess this week is michael reese chief data scientists for neuberger berman the topic of our conversation is the use of data in the investment process to help cultivate what is commonly referred to as an information edge i call the episode tim cook's dashboard because of an interesting question that might proposes if you arm the best apple analysts in the world with tim cokes private business dashboard telling him everything going on in the apple universe that day what might that be worth effectively michael's goal is to recreate the equivalent of a company dash for for many businesses helping analysts understand the fundamental health and direction of companies bit better than the market does and in so doing creating an actionable edge this is a daunting task and you will hear why it requires both a fundamental understanding of business and data statistics and methods like machine learning in our own work we found machine learning to be useless for predicting future stock prices but extremely useful for other things like extracting in classifying data this conversation can get walkie at times but as listeners know that is the best.

cfa institute patrick shaughnessy patrick o'shaughnessy ceo neuberger berman tim cook financial analyst shaughnessy patrick michael reese apple
"shaughnessy asset management" Discussed on Invest Like the Best

Invest Like the Best

02:19 min | 3 years ago

"shaughnessy asset management" Discussed on Invest Like the Best

"This podcast is sponsored by cfa institute the global association of investment professionals whose mission is to lead the investment profession by promoting the highest standards of ethics education and professional excellence for the ultimate benefit of society see if they institute serves a global community of investment professionals working to build an investment industry were investors interest come first financial markets function at their best and economies grow the chartered financial analyst credential is the most respected and recognized investment management designation in the world the views expressed in this podcast do not necessarily represent the views of cfa institute along low welcome everyone i'm patrick shaughnessy and this is invest like the best this show is an open ended exploration of markets ideas methods stories and of strategies that will help you better invest both your time and your money you can learn more and staff today at investor field guide dot com patrick o'shaughnessy if the ceo of shaughnessy asset management all opinions expressed by patrick and podcast guests are solely their own opinions and do not reflect the opinion of o'shaughnessy asset management this podcast is for informational purposes only and should not be relied upon as a basis for investment decisions clients of shaughnessy asset management may maintain positions in the securities discussed in this podcast i guess this week is remarkable he now applies his talents on wall street searching for smaller cap companies trading at huge discounts in an effort to compound wealth for his investors he's classically trained having earned his graduate degree from columbia a school noon for producing value investors but his method also reflects what he learned across more than a decade of active duty in the us military mike zapata served us all as navy seal in the aftermath of nine eleven and ultimately as a member of the seals development group commonly known as seal team six i think everyone listening strives for excellence in what they do this week we get to hear from someone who has pursued excellence on our behalf i'll let him explain the meaning of his firm's name sententious but for now suffice to say we are lucky to have quite professionals like mike if you're interested in supporting the families of soldiers who fought with mike and lost their lives i encourage you to check out the tip of the spear foundation and make donation along with me smaller large please enjoy my conversation with mike zapata.

cfa institute patrick shaughnessy ceo us spear foundation mike zapata financial analyst shaughnessy
"shaughnessy asset management" Discussed on Invest Like the Best

Invest Like the Best

02:19 min | 3 years ago

"shaughnessy asset management" Discussed on Invest Like the Best

"This podcast is sponsored by cfa institute the global association of investment professionals whose mission is to lead the investment profession by promoting the highest standards of ethics education and professional excellence for the ultimate benefit of society see if they institute serves a global community of investment professionals working to build an investment industry were investors interest come first financial markets function at their best and economies grow the chartered financial analyst credential is the most respected and recognized investment management designation in the world the views expressed in this podcast do not necessarily represent the views of cfa institute along low welcome everyone i'm patrick shaughnessy and this is invest like the best this show is an open ended exploration of markets ideas methods stories and of strategies that will help you better invest both your time and your money you can learn more and staff today at investor field guide dot com patrick o'shaughnessy if the ceo of shaughnessy asset management all opinions expressed by patrick and podcast guests are solely their own opinions and do not reflect the opinion of o'shaughnessy asset management this podcast is for informational purposes only and should not be relied upon as a basis for investment decisions clients of shaughnessy asset management may maintain positions in the securities discussed in this podcast i guess this week is remarkable he now applies his talents on wall street searching for smaller cap companies trading at huge discounts in an effort to compound wealth for his investors he's classically trained having earned his graduate degree from columbia a school noon for producing value investors but his method also reflects what he learned across more than a decade of active duty in the us military mike zapata served us all as navy seal in the aftermath of nine eleven and ultimately as a member of the seals development group commonly known as seal team six i think everyone listening strives for excellence in what they do this week we get to hear from someone who has pursued excellence on our behalf i'll let him explain the meaning of his firm's name sententious but for now suffice to say we are lucky to have quite professionals like mike if you're interested in supporting the families of soldiers who fought with mike and lost their lives i encourage you to check out the tip of the spear foundation and make donation along with me smaller large please enjoy my conversation with mike zapata.

cfa institute patrick shaughnessy ceo us spear foundation mike zapata financial analyst shaughnessy
"shaughnessy asset management" Discussed on Invest Like the Best

Invest Like the Best

01:47 min | 3 years ago

"shaughnessy asset management" Discussed on Invest Like the Best

"Ooh hello and welcome everyone i'm patrick shaughnessy and this is invest like the best this show is an open ended exploration of markets ideas methods stories and of strategies that will help you better invest both your time and your money you can learn more and stay up to date and investor field guide dot com patrick o'shaughnessy if the ceo of shaughnessy asset management all opinions expressed by patrick and podcast guests are solely their own opinions and do not reflect the opinion of o'shaughnessy asset management this podcast is for informational purposes only and should not be relied upon as basis for investment decisions clients of shaughnessy asset management may maintain positions and the securities discussed in this podcast i came across this week's guest thanks to the overlap of three passions of mine data informed investing value creation and basketball sam hinkie worked for more than a decade in the nba with the houston rockets and then most recently served as president and general manager of the philadelphia seventy sixers he helped launch basketball's analytics movement when he joined the rockets in two thousand five and is known for unique trade structuring and a keen focus on acquiring undervalued players today he's also an investor and adviser to a limited number of young companies in which he feels is experience can improve outcomes at one point in our conversation sam mentions that he tracked success by future financial outcomes much like we would in the investing world so i did some research and found many interesting stats about the sixers surrounding sam's tenure when he took over the franchise it was twenty fourth in the spn's franchise rankings today it is fourth this is the result of an impressive crop of young talent players all star joel embiid and ben simmons which resulted in large part from unconventional decisions that salmon his teammate.

patrick shaughnessy ceo sam hinkie nba philadelphia sixers basketball ben simmons shaughnessy houston president and general manager joel embiid
"shaughnessy asset management" Discussed on Invest Like the Best

Invest Like the Best

01:47 min | 3 years ago

"shaughnessy asset management" Discussed on Invest Like the Best

"Ooh hello and welcome everyone i'm patrick shaughnessy and this is invest like the best this show is an open ended exploration of markets ideas methods stories and of strategies that will help you better invest both your time and your money you can learn more and stay up to date and investor field guide dot com patrick o'shaughnessy if the ceo of shaughnessy asset management all opinions expressed by patrick and podcast guests are solely their own opinions and do not reflect the opinion of o'shaughnessy asset management this podcast is for informational purposes only and should not be relied upon as basis for investment decisions clients of shaughnessy asset management may maintain positions and the securities discussed in this podcast i came across this week's guest thanks to the overlap of three passions of mine data informed investing value creation and basketball sam hinkie worked for more than a decade in the nba with the houston rockets and then most recently served as president and general manager of the philadelphia seventy sixers he helped launch basketball's analytics movement when he joined the rockets in two thousand five and is known for unique trade structuring and a keen focus on acquiring undervalued players today he's also an investor and adviser to a limited number of young companies in which he feels is experience can improve outcomes at one point in our conversation sam mentions that he tracked success by future financial outcomes much like we would in the investing world so i did some research and found many interesting stats about the sixers surrounding sam's tenure when he took over the franchise it was twenty fourth in the spn's franchise rankings today it is fourth this is the result of an impressive crop of young talent players all star joel embiid and ben simmons which resulted in large part from unconventional decisions that salmon his teammate.

patrick shaughnessy ceo sam hinkie nba philadelphia sixers basketball ben simmons shaughnessy houston president and general manager joel embiid
"shaughnessy asset management" Discussed on Invest Like the Best

Invest Like the Best

02:14 min | 3 years ago

"shaughnessy asset management" Discussed on Invest Like the Best

"This podcast is sponsored by cfa institute the global association of investment professionals whose mission is to lead the investment profession by promoting the highest standards of ethics education and professional excellence for the ultimate benefit of society see if they institute serves a global community of investment professionals working to build an investment industry were investors interest in i financial markets function at their best and economies grow the chartered financial analyst credential is the most respected and recognized investment management designation in the world the views expressed in this podcast do not necessarily represent the views of cfa institute hello and welcome everyone i'm patrick shaughnessy and this is invest like the best this show is an open ended exploration of markets ideas methods stories and of strategies that will help you better invest both your time and your money you can learn more and stay uptodate at investor field guide dot com patrick o'shaughnessy is the ceo of shaughnessy asset management all opinions expressed by patrick and podcast guests are solely their own opinions and do not reflect the opinion of o'shaughnessy asset management this podcast is for informational purposes only and should not be relied upon as basis for investment decisions clients of shaughnessy asset management may maintain positions in the securities discussed in this podcast i guess this week is chris devos a managing partner adventure investment associates which allocates one point six billion dollars on behalf of investors chris is the first professional allocated i've spoken with who focuses specifically on venture capital funds so i had a ton of questions for him on how to build a portfolio in an asset class known for uncertain but often enormous outcomes we discussed the major recent changes in the asset class and where things might be going i saw chris out because while this is an investment style that is full of creativity and hope i've always felt it could use a healthy dose of skepticism and evaluate vectors mindset he delivers in spades as we try to separate the real from the ideal we didn't record it but christmas tour palo alto was one of the most interesting and entertaining hours i've spent he's a student of markets and of history and i look forward to learning more from him in the future please enjoy our conversation on venture capital investing.

cfa institute patrick shaughnessy patrick o'shaughnessy ceo chris devos palo alto financial analyst shaughnessy patrick managing partner six billion dollars
"shaughnessy asset management" Discussed on Invest Like the Best

Invest Like the Best

02:14 min | 3 years ago

"shaughnessy asset management" Discussed on Invest Like the Best

"This podcast is sponsored by cfa institute the global association of investment professionals whose mission is to lead the investment profession by promoting the highest standards of ethics education and professional excellence for the ultimate benefit of society see if they institute serves a global community of investment professionals working to build an investment industry were investors interest in i financial markets function at their best and economies grow the chartered financial analyst credential is the most respected and recognized investment management designation in the world the views expressed in this podcast do not necessarily represent the views of cfa institute hello and welcome everyone i'm patrick shaughnessy and this is invest like the best this show is an open ended exploration of markets ideas methods stories and of strategies that will help you better invest both your time and your money you can learn more and stay uptodate at investor field guide dot com patrick o'shaughnessy is the ceo of shaughnessy asset management all opinions expressed by patrick and podcast guests are solely their own opinions and do not reflect the opinion of o'shaughnessy asset management this podcast is for informational purposes only and should not be relied upon as basis for investment decisions clients of shaughnessy asset management may maintain positions in the securities discussed in this podcast i guess this week is chris devos a managing partner adventure investment associates which allocates one point six billion dollars on behalf of investors chris is the first professional allocated i've spoken with who focuses specifically on venture capital funds so i had a ton of questions for him on how to build a portfolio in an asset class known for uncertain but often enormous outcomes we discussed the major recent changes in the asset class and where things might be going i saw chris out because while this is an investment style that is full of creativity and hope i've always felt it could use a healthy dose of skepticism and evaluate vectors mindset he delivers in spades as we try to separate the real from the ideal we didn't record it but christmas tour palo alto was one of the most interesting and entertaining hours i've spent he's a student of markets and of history and i look forward to learning more from him in the future please enjoy our conversation on venture capital investing.

cfa institute patrick shaughnessy patrick o'shaughnessy ceo chris devos palo alto financial analyst shaughnessy patrick managing partner six billion dollars
"shaughnessy asset management" Discussed on Invest Like the Best

Invest Like the Best

02:07 min | 3 years ago

"shaughnessy asset management" Discussed on Invest Like the Best

"This podcast is sponsored by cfa institute the global association of investment professionals whose mission is to lead the investment profession by promoting the highest standards of ethics education and professional excellence for the ultimate benefit of society cfa institute serves a global community of investment professionals working to build new investment industry were investor's interests come first financial markets function at their best and economies grow the charter financial analyst credential is the most respected and recognised investment management designation in the world the views expressed in this podcast do not necessarily represent the views of cfa institute whoa whoa whoa whoa whoa whoa whoa whoa hello and welcome everyone on patrick or shaughnessy in this is invest like the best the show is an openended expiration of markets ideas methods stories and of strategies that will help you better invest both your time and your money you can learn more and stay up to date at investor field guide dot com patrick o'shaughnessy if the ceo of a shaughnessy asset management all opinions expressed by patrick and podcast guests are solely their own opinions and do not reflect the opinion of o'shaughnessy asset management this podcast is for informational purposes only and should not be relied upon as a basis for investment decisions clients of a shaughnessy asset management may maintain positions and the securities discussed in this podcast my guest this week is another in a recent series of people that makes me want to work harder were more and do more for others his name is sav neat sing and he has already accomplished a remarkable amount in the world's business at investing he's preferred to keep a bit of a low profile but i'm hoping for everyone sake to change that a little bit so see the show notes for where you can read him and follow him seventy has invested in unique things like spanish real estate famous startup cite uber cryptocurrencies before they were cool and even websites he founded and built a finn tech company and now he is both a partner at the wideranging investment firm coventure with my previous guests ali ahmed and the cofounder of terror holdings which is trying to become the berkshire hathaway of software companies to say this conversation is wide ranging is.

cfa institute patrick ceo finn tech company partner coventure financial analyst shaughnessy ali ahmed
"shaughnessy asset management" Discussed on Invest Like the Best

Invest Like the Best

02:07 min | 3 years ago

"shaughnessy asset management" Discussed on Invest Like the Best

"This podcast is sponsored by cfa institute the global association of investment professionals whose mission is to lead the investment profession by promoting the highest standards of ethics education and professional excellence for the ultimate benefit of society cfa institute serves a global community of investment professionals working to build new investment industry were investor's interests come first financial markets function at their best and economies grow the charter financial analyst credential is the most respected and recognised investment management designation in the world the views expressed in this podcast do not necessarily represent the views of cfa institute whoa whoa whoa whoa whoa whoa whoa whoa hello and welcome everyone on patrick or shaughnessy in this is invest like the best the show is an openended expiration of markets ideas methods stories and of strategies that will help you better invest both your time and your money you can learn more and stay up to date at investor field guide dot com patrick o'shaughnessy if the ceo of a shaughnessy asset management all opinions expressed by patrick and podcast guests are solely their own opinions and do not reflect the opinion of o'shaughnessy asset management this podcast is for informational purposes only and should not be relied upon as a basis for investment decisions clients of a shaughnessy asset management may maintain positions and the securities discussed in this podcast my guest this week is another in a recent series of people that makes me want to work harder were more and do more for others his name is sav neat sing and he has already accomplished a remarkable amount in the world's business at investing he's preferred to keep a bit of a low profile but i'm hoping for everyone sake to change that a little bit so see the show notes for where you can read him and follow him seventy has invested in unique things like spanish real estate famous startup cite uber cryptocurrencies before they were cool and even websites he founded and built a finn tech company and now he is both a partner at the wideranging investment firm coventure with my previous guests ali ahmed and the cofounder of terror holdings which is trying to become the berkshire hathaway of software companies to say this conversation is wide ranging is.

cfa institute patrick ceo finn tech company partner coventure financial analyst shaughnessy ali ahmed
"shaughnessy asset management" Discussed on Invest Like the Best

Invest Like the Best

01:59 min | 3 years ago

"shaughnessy asset management" Discussed on Invest Like the Best

"This podcast is sponsored by cfa institute the global association of investment professionals whose mission is to lead the investment profession by promoting the highest standards of ethics education and professional excellence for the ultimate benefit of society cfa institute serves a global community of investment professionals working to build new investment industry were investor's interests come first financial markets function at their best and economies grow the charter financial analyst credential is the most respected and recognised investment management designation in the world the views expressed in this podcast do not necessarily represent the views of cfa institute whoa whoa whoa whoa whoa whoa whoa hello and welcome everyone on patrick or shaughnessy in this is invest like the best the show is an openended expiration of markets ideas methods stories and of strategies that will help you better invest both your time and your money you can learn more and stay up to date at investor field guide dot com patrick o'shaughnessy if the ceo of a shaughnessy asset management all opinions expressed by patrick and podcast guests are solely their own opinions and do not reflect the opinion of o'shaughnessy asset management this podcast is for informational purposes only and should not be relied upon as a basis for investment decisions clients of a shaughnessy asset management may maintain positions and the securities discussed in this podcast it's been awhile since we discussed private equity on the show so i was excited for this week's conversation my guest is dan rasmussen the founder of route at advisers dan worked in private equity but has also spent years studying the entire field dna identified several key drivers of private equities outsize returns size value and leverage his firm uses these factors as a starting point to build a portfolio of public equities that behave like their private brethren we cover a ton of ground discussing the perspective returns for all equities forecasting and tons of different investment strategies please enjoy this wideranging conversation with the rasmussen.

cfa institute patrick ceo dan rasmussen founder financial analyst shaughnessy
"shaughnessy asset management" Discussed on Invest Like the Best

Invest Like the Best

02:11 min | 3 years ago

"shaughnessy asset management" Discussed on Invest Like the Best

"This podcast is sponsored by cfa institute the global association of investment professionals whose mission is to lead the investment profession by promoting the highest standards of ethics education and professional excellence for the ultimate benefit of society cfa institute serves a global community of investment professionals working to build new investment industry were investor's interests come first financial markets function at their best and economies grow the charter financial analyst credential is the most respected and recognised investment management designation in the world the views expressed in this podcast do not necessarily represent the views of cfa institute whoa whoa whoa whoa whoa whoa whoa whoa hello and welcome everyone on patrick or shaughnessy in this is invest like the best the show is an openended expiration of markets ideas methods stories and of strategies that will help you better invest both your time and your money you can learn more and stay up to date at investor field guide dot com patrick o'shaughnessy if the ceo of a shaughnessy asset management all opinions expressed by patrick and podcast guests are solely their own opinions and do not reflect the opinion of o'shaughnessy asset management this podcast is for informational purposes only and should not be relied upon as a basis for investment decisions clients of a shaughnessy asset management may maintain positions and the securities discussed in this podcast i guess this week back for a second conversation is pat dorsey pat ran equity research at morningstar before leaving to start his own asset management company dorsey asset management his areas of deep interest our competitive advantage and capital allocation he believes a catalogue patients should be in service of a competitive advantage and invests in a concentrated portfolio that he and his team feel embodied these ideas if you've not already i strongly recommend listening to our first conversation first which is sort of crash course on votes in this conversation we cover different ground we spend much more time on individual stocks like facebook google unchecked using them as examples to explore pats investment philosophy and strategy across a few conversations with pat i can tell he is in love with this stuff and i always enjoy talking to investors like him who so passionately pursue an edge please enjoy round two with pat dorsey.

cfa institute patrick ceo morningstar google pat dorsey financial analyst shaughnessy
"shaughnessy asset management" Discussed on Invest Like the Best

Invest Like the Best

02:11 min | 3 years ago

"shaughnessy asset management" Discussed on Invest Like the Best

"This podcast is sponsored by cfa institute the global association of investment professionals whose mission is to lead the investment profession by promoting the highest standards of ethics education and professional excellence for the ultimate benefit of society cfa institute serves a global community of investment professionals working to build new investment industry were investor's interests come first financial markets function at their best and economies grow the charter financial analyst credential is the most respected and recognised investment management designation in the world the views expressed in this podcast do not necessarily represent the views of cfa institute whoa whoa whoa whoa whoa whoa whoa whoa hello and welcome everyone on patrick or shaughnessy in this is invest like the best the show is an openended expiration of markets ideas methods stories and of strategies that will help you better invest both your time and your money you can learn more and stay up to date at investor field guide dot com patrick o'shaughnessy if the ceo of a shaughnessy asset management all opinions expressed by patrick and podcast guests are solely their own opinions and do not reflect the opinion of o'shaughnessy asset management this podcast is for informational purposes only and should not be relied upon as a basis for investment decisions clients of a shaughnessy asset management may maintain positions and the securities discussed in this podcast i guess this week back for a second conversation is pat dorsey pat ran equity research at morningstar before leaving to start his own asset management company dorsey asset management his areas of deep interest our competitive advantage and capital allocation he believes a catalogue patients should be in service of a competitive advantage and invests in a concentrated portfolio that he and his team feel embodied these ideas if you've not already i strongly recommend listening to our first conversation first which is sort of crash course on votes in this conversation we cover different ground we spend much more time on individual stocks like facebook google unchecked using them as examples to explore pats investment philosophy and strategy across a few conversations with pat i can tell he is in love with this stuff and i always enjoy talking to investors like him who so passionately pursue an edge please enjoy round two with pat dorsey.

cfa institute patrick ceo morningstar google pat dorsey financial analyst shaughnessy
"shaughnessy asset management" Discussed on Invest Like the Best

Invest Like the Best

02:22 min | 3 years ago

"shaughnessy asset management" Discussed on Invest Like the Best

"This podcast is sponsored by cfa institute the global association of investment professionals whose mission is to lead the investment profession by promoting the highest standards of ethics education and professional excellence for the ultimate benefit of society cfa institute serves a global community of investment professionals working to build new investment industry were investor's interests come first financial markets function at their best and economies grow the charter financial analyst credential is the most respected and recognised investment management designation in the world the views expressed in this podcast do not necessarily represent the views of cfa institute whoa whoa whoa whoa whoa whoa whoa hello and welcome everyone on patrick or shaughnessy in this is invest like the best the show is an openended expiration of markets ideas methods stories and of strategies that will help you better invest both your time and your money you can learn more and stay up to date at investor field guide dot com patrick o'shaughnessy if the ceo of a shaughnessy asset management all opinions expressed by patrick and podcast guests are solely their own opinions and do not reflect the opinion of o'shaughnessy asset management this podcast is for informational purposes only and should not be relied upon as a basis for investment decisions clients of a shaughnessy asset management may maintain positions and the securities discussed in this podcast i guess this week is harvey solec in a cofounder and lead portfolio manager at firebird management which manages funds dedicated to investing in emerging market equities emerging markets are often a blind spot for investors of all types most of us have never travelled to the far eastern eastern europe or many of the thousands of emerging market public equities operate i've been very lucky to travel quite a bit in asia and the middle east but never to eastern europe which is were firebird focuses its investments harvey and i discuss his 24 years of experience evaluating emerging and frontier market countries industries in individual stocks we discuss his experience buying privatization vouchers in russia banks in the baltics and how today's emerging market opportunity sat compares to the past like so many of these conversations with investors who have earned significant excess returns it's clear investing opportunities in emerging markets are often disguised finding them requires risk hard work discipline and a dose of luck in timing please enjoyed my conversation with harvey on emerging.

cfa institute patrick ceo harvey solec firebird management europe asia middle east harvey financial analyst shaughnessy portfolio manager firebird russia 24 years
"shaughnessy asset management" Discussed on Invest Like the Best

Invest Like the Best

02:22 min | 3 years ago

"shaughnessy asset management" Discussed on Invest Like the Best

"This podcast is sponsored by cfa institute the global association of investment professionals whose mission is to lead the investment profession by promoting the highest standards of ethics education and professional excellence for the ultimate benefit of society cfa institute serves a global community of investment professionals working to build new investment industry were investor's interests come first financial markets function at their best and economies grow the charter financial analyst credential is the most respected and recognised investment management designation in the world the views expressed in this podcast do not necessarily represent the views of cfa institute whoa whoa whoa whoa whoa whoa whoa hello and welcome everyone on patrick or shaughnessy in this is invest like the best the show is an openended expiration of markets ideas methods stories and of strategies that will help you better invest both your time and your money you can learn more and stay up to date at investor field guide dot com patrick o'shaughnessy if the ceo of a shaughnessy asset management all opinions expressed by patrick and podcast guests are solely their own opinions and do not reflect the opinion of o'shaughnessy asset management this podcast is for informational purposes only and should not be relied upon as a basis for investment decisions clients of a shaughnessy asset management may maintain positions and the securities discussed in this podcast i guess this week is harvey solec in a cofounder and lead portfolio manager at firebird management which manages funds dedicated to investing in emerging market equities emerging markets are often a blind spot for investors of all types most of us have never travelled to the far eastern eastern europe or many of the thousands of emerging market public equities operate i've been very lucky to travel quite a bit in asia and the middle east but never to eastern europe which is were firebird focuses its investments harvey and i discuss his 24 years of experience evaluating emerging and frontier market countries industries in individual stocks we discuss his experience buying privatization vouchers in russia banks in the baltics and how today's emerging market opportunity sat compares to the past like so many of these conversations with investors who have earned significant excess returns it's clear investing opportunities in emerging markets are often disguised finding them requires risk hard work discipline and a dose of luck in timing please enjoyed my conversation with harvey on emerging.

cfa institute patrick ceo harvey solec firebird management europe asia middle east harvey financial analyst shaughnessy portfolio manager firebird russia 24 years
"shaughnessy asset management" Discussed on Invest Like the Best

Invest Like the Best

01:38 min | 3 years ago

"shaughnessy asset management" Discussed on Invest Like the Best

"This podcast is sponsored by cfa institute the global association of investment professionals whose mission is to lead the investment profession by promoting the highest standards of ethics education and professional excellence for the ultimate benefit of society cfa institute serves a global community of investment professionals working to build new investment industry were investor's interests come first financial markets function at their best and economies grow the charter financial analyst credential is the most respected and recognised investment management designation in the world the views expressed in this podcast do not necessarily represent the views of cfa institute hello and welcome everyone on patrick or shaughnessy in this is invest like the best the show is an openended expiration of markets ideas methods stories and of strategies that will help you better invest both your time and your money you can learn more and stay up to date at investor fuel guide dot com kachika shaughnessy as a principle portfolio manager at a shaughnessy asset management all opinions expressed by patrick and podcast guests are selling their own opinions and did not reflect the opinion of the shaughnessy asset management this podcast is for informational purposes only and should not be relied upon as basis for investment decisions clients at the chace asset management maintain positions in this case discussing this podcast i guess this week is brad coetzer yama the founder of the i e x exchange in the protagonist of michael lewis famous book flash boyce which chronicled the role high frequency trading in markets this conversation was yet another reminder of how complicated markets can be in the very few participants know all aspects of the process wealth.

cfa institute patrick portfolio manager founder michael lewis financial markets financial analyst shaughnessy brad coetzer
"shaughnessy asset management" Discussed on Invest Like the Best

Invest Like the Best

01:53 min | 4 years ago

"shaughnessy asset management" Discussed on Invest Like the Best

"Selling out from you and putting the money into the nephews hedge fund what of behavioral counselor you because look what you've just allowed to happen on your watch so i can satisfactory answers are also a lot of the people who come to us were selfdirected and just don't wanna do it anymore blood it's also really hard to just remove your handle from steering wheel entirely so we say keep 5 percent and trade your ass off half on just onassis for and more money don't don't margin don't screw up your financial plan brive it goes to zero imagine if it was your whole portfolio and if it triples will could juve withstood that my and i did a project some time ago looking at could you have hold apple gugel netflixing it's the beginning how many massive drawdowns were there and those names all all draw down to the rule for life at the stock that goes up thirty eight thousand percent feel drawdowns are common if you invested in one thousand dollars an amazon you would have sold it when who is a three hundred dollars it would it be worth forty seven million now you would have sold when it was two hundred dollars when it was down ninety nine percent i'm amazed like even as a quant were obviously running a model i'm not picking apple over google or janette have individual stocks we do and it's what you said really resonates it's actually remarkably important but i know what's going on with these stocks and i get asked all the time you can buy very large institutional investors pick a name in the portfolio one that look suspect and tell me why you all now let me now let me tell you great story vowed oh shaughnessy asset management and us we hired you guys may be six or seven years ago as a separate account manager one of your strategies for specific accounts where either there was room for individual stocks election versus n e t f there was a purpose for it and it went great and then the largest position in this strategy was hewlett packard hewlett packard was in the news.

onassis apple google account manager juve janette shaughnessy hewlett packard hewlett packar thirty eight thousand percent three hundred dollars one thousand dollars ninety nine percent two hundred dollars seven years 5 percent