Why I’m Investing Most of my Money in Just One Fund

Not too long ago, Financial Times published an article with some alarming takeaways… Half of the 15,000 mutual funds in the US are run by portfolio managers who don’t invest any personal monies into their products. We often say that there is a good reason for this – these mutual fund managers are smart! I’d guess they realize that their own...

Bonus Episode: Russel Kinnel – Mind the Gap

Bonus Episode: Russel Kinnel – Mind the Gap             Author: Russel Kinnel. Russel is director of manager research for Morningstar, Inc. and editor of Morningstar FundInvestor, a monthly print newsletter for individual investors. He also writes the Fund Spy column for Morningstar.com, the company's investment Web site. Since joining the company in 1994, Kinnel has covered the Fidelity, Janus, T. Rowe...

Episode #123: Fabrice Grinda, “We’re Still at the Very Beginning of the Tech Revolution… We Are Day One”

Episode #123: “We’re Still at the Very Beginning of the Tech Revolution… We Are Day One”           Guest: Fabrice Grinda. Fabrice is among the world’s leading Internet entrepreneurs and investors. He has over 100 exits on 400 angel investments. Fabrice has served as CEO for three multinational companies and has an impressive track record as an early investor in Alibaba,...

Bonus Episode: Rick Friedman & Anna Chetoukhina – FAANG SCHMAANG

Bonus Episode: Rick Friedman & Anna Chetoukhina – FAANG SCHMAANG                 Author: Rick Friedman & Anna Chetoukhina. Rick is a member of GMO’s Asset Allocation team. Prior to joining GMO in 2013, he was a senior vice president at AllianceBernstein. Previously, he was a partner at Arrowpath Venture Capital and a principal at Technology Crossover Ventures. Anna is a member of...

Tweets of the Week

Episode #122: Phil Haslett, “It’s a Place to Connect Interested Buyers and Interested Sellers…in Late-Stage, Pre-IPO Tech Shares”

Episode #122: “It’s a Place to Connect Interested Buyers and Interested Sellers…in Late-Stage, Pre-IPO Tech Shares”           Guest: Phil Haslett. Phil is the Head of Investments and a co-founder of EquityZen, a platform for secondary transactions in private, pre-IPO companies. He helped found the platform in 2013 and they have since completed over 5,000 transactions in over 100 private issuers. Prior...

Bonus Episode: Michael Philbrick – Skis and Bikes: The Untold Story of Diversification

Bonus Episode: Michael Philbrick – Skis and Bikes: The Untold Story of Diversification            Author: Michael Philbrick. Mike is president of ReSolve Asset Management. He is currently one of the Portfolio Managers for the ReSolve Adaptive Asset Allocation Fund, the Horizons Global Risk Parity ETF, and ReSolve’s managed accounts. Prior to co-founding the ReSolve in 2015, Mike was a Portfolio Manager...

Episode #121: Pim van Vliet, “The Reality Is High-Risk Stocks Earn Low Returns”

Episode #121: “The Reality Is High-Risk Stocks Earn Low Returns”         Guest: Pim van Vliet. Pim is the Head of the Conservative Equities team, responsible for Robeco’s Low-volatility strategy ‘Conservative Equities’. He is also Portfolio Manager Quantitative Allocation strategies. He has published in the Journal of Banking and Finance, Management Science, the Journal of Portfolio Management and other academic journals. Pim...

Tweets of the Week

Bonus Episode: Leigh Drogen – Revenge of the Humans

Bonus Episode: Leigh Drogen – Revenge of the Humans           Author: Leigh Drogen. Leigh is the founder and CEO of Estimize. Prior to founding Estimize, Leigh ran Surfview Capital, a New York based quantitative investment management firm trading medium frequency momentum strategies. He was also an early member of the team at StockTwits where he worked on product and business development. Run-Time:...